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Empirical Asset Management’s Marsh MRSH Stock Holding History

Empirical Asset Management’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
Q1 		– Sell
-22,934
Closed -$83.7K – 404
2024
Q4 		$83.7K Buy
22,934
+5,126
+29% +$1.14M 0.03% 352
2024
Q3 		$81.5K Buy
17,808
+88
+0.5% +$19.5K 0.03% 284
2024
Q2 		$59.5K Buy
17,720
+15,400
+664% +$3.16M 0.02% 328
2024
Q1 		$478K Buy
+2,320
New +$462K 0.23% 114

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Empirical Asset Management's MRSH Position: Q1 2025 in Review

Empirical Asset Management sold out of Marsh (MRSH) in Q1 2025, closing a stake of 22,934 shares — an estimated $83.7K sold.

Empirical Asset Management first reported a position in MRSH in Q1 2024 and held it in 4 quarters. The position peaked at $478K in Q1 2024. 1,628 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Empirical Asset Management reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Empirical Asset Management sold 22,934 Marsh shares in Q1 2025, an estimated $83.7K.
  • Empirical Asset Management first reported a position in Marsh in Q1 2024 and held it in 4 quarters.
  • Empirical Asset Management's Marsh position peaked at $478K in Q1 2024.
  • 1,628 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Empirical Asset Management's 13F filing for Q1 2025, filed 12 May 2025.