FIC
MRSH

Family Investment Center’s Marsh MRSH Stock Holding History

Family Investment Center’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
Q2 		– Sell
-974
Closed -$238K – 98
2025
Q1 		$238K Sell
974
-38
-4% -$8.62K 0.06% 70
2024
Q4 		$215K Sell
1,012
-35
-3% -$7.76K 0.05% 85
2024
Q3 		$234K Hold
1,047
– – 0.06% 80
2024
Q2 		$221K Hold
1,047
– – 0.07% 79
2024
Q1 		$216K Buy
+1,047
New +$209K 0.07% 77

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Family Investment Center's MRSH Position: Q2 2025 in Review

Family Investment Center sold out of Marsh (MRSH) in Q2 2025, closing a stake of 974 shares — an estimated $238K sold.

Family Investment Center first reported a position in MRSH in Q1 2024 and held it in 5 quarters. The position peaked at $238K in Q1 2025. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Family Investment Center reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Family Investment Center sold 974 Marsh shares in Q2 2025, an estimated $238K.
  • Family Investment Center first reported a position in Marsh in Q1 2024 and held it in 5 quarters.
  • Family Investment Center's Marsh position peaked at $238K in Q1 2025.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Family Investment Center's 13F filing for Q2 2025, filed 15 Jul 2025.