EIA
MRSH

Edgemoor Investment Advisors’s Marsh MRSH Stock Holding History

Edgemoor Investment Advisors’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,472
Closed -$1.42M – 193
2025
Q2 		$1.42M Buy
6,472
+23
+0.4% +$5.19K 0.12% 85
2025
Q1 		$1.57M Hold
6,449
– – 0.14% 77
2024
Q4 		$1.37M Hold
6,449
– – 0.12% 84
2024
Q3 		$1.44M Hold
6,449
– – 0.13% 81
2024
Q2 		$1.36M Hold
6,449
– – 0.13% 79
2024
Q1 		$1.33M Sell
6,449
-26
-0.4% -$5.18K 0.13% 81
2023
Q4 		$1.23M Sell
6,475
-24
-0.4% -$4.64K 0.13% 80
2023
Q3 		$1.24M Hold
6,499
– – 0.15% 80
2023
Q2 		$1.22M Sell
6,499
-10
-0.2% -$1.77K 0.14% 82
2023
Q1 		$1.08M Hold
6,509
– – 0.13% 80
2022
Q4 		$1.08M Hold
6,509
– – 0.13% 86
2022
Q3 		$972K Sell
6,509
-29
-0.4% -$4.65K 0.13% 85
2022
Q2 		$1.01M Buy
6,538
+29
+0.4% +$4.65K 0.13% 86
2022
Q1 		$1.11M Buy
6,509
+249
+4% +$39.3K 0.12% 82
2021
Q4 		$1.09M Hold
6,260
– – 0.11% 79
2021
Q3 		$948K Hold
6,260
– – 0.11% 79
2021
Q2 		$881K Hold
6,260
– – 0.08% 82
2021
Q1 		$762K Buy
6,260
+1,708
+38% +$197K 0.08% 83
2020
Q4 		$533K Buy
4,552
+18
+0.4% +$2.04K 0.06% 88
2020
Q3 		$520K Sell
4,534
-220
-5% -$25.2K 0.06% 87
2020
Q2 		$510K Hold
4,754
– – 0.07% 84
2020
Q1 		$411K Buy
4,754
+1,614
+51% +$172K 0.07% 87
2019
Q4 		$350K Hold
3,140
– – 0.04% 107
2019
Q3 		$314K Hold
3,140
– – 0.04% 108
2019
Q2 		$313K Hold
3,140
– – 0.04% 110
2019
Q1 		$295K Buy
+3,140
New +$278K 0.04% 113

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Edgemoor Investment Advisors's MRSH Position: Q3 2025 in Review

Edgemoor Investment Advisors sold out of Marsh (MRSH) in Q3 2025, closing a stake of 6,472 shares — an estimated $1.42M sold.

Edgemoor Investment Advisors first reported a position in MRSH in Q1 2019 and held it in 26 quarters. The position peaked at $1.57M in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Edgemoor Investment Advisors reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 6,472 Marsh shares in Q3 2025, an estimated $1.42M.
  • Edgemoor Investment Advisors first reported a position in Marsh in Q1 2019 and held it in 26 quarters.
  • Edgemoor Investment Advisors's Marsh position peaked at $1.57M in Q1 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.