FCI
MRSH

Financial Counselors Inc’s Marsh MRSH Stock Holding History

Financial Counselors Inc’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
-4,074
Closed -$994K – 344
2025
Q1 		$994K Buy
4,074
+1,160
+40% +$263K 0.02% 337
2024
Q4 		$619K Buy
2,914
+20
+0.7% +$4.44K 0.01% 384
2024
Q3 		$646K Buy
2,894
+377
+15% +$83.7K 0.01% 392
2024
Q2 		$530K Sell
2,517
-1,468
-37% -$302K 0.01% 392
2024
Q1 		$821K Buy
3,985
+145
+4% +$28.9K 0.01% 351
2023
Q4 		$728K Sell
3,840
-193
-5% -$37.3K 0.01% 356
2023
Q3 		$767K Sell
4,033
-37
-0.9% -$7.09K 0.02% 343
2023
Q2 		$765K Sell
4,070
-125
-3% -$22.2K 0.02% 316
2023
Q1 		$699K Sell
4,195
-119
-3% -$19.8K 0.02% 333
2022
Q4 		$714K Buy
4,314
+277
+7% +$45.3K 0.02% 329
2022
Q3 		$603K Sell
4,037
-16
-0.4% -$2.57K 0.01% 336
2022
Q2 		$629K Buy
4,053
+1,847
+84% +$296K 0.01% 336
2022
Q1 		$376K Sell
2,206
-33
-1% -$5.2K 0.01% 397
2021
Q4 		$389K Sell
2,239
-1,968
-47% -$327K 0.01% 391
2021
Q3 		$637K Sell
4,207
-594
-12% -$89.8K 0.01% 345
2021
Q2 		$675K Hold
4,801
– – 0.01% 343
2021
Q1 		$585K Buy
4,801
+950
+25% +$109K 0.01% 350
2020
Q4 		$451K Sell
3,851
-82
-2% -$9.32K 0.01% 377
2020
Q3 		$451K Sell
3,933
-800
-17% -$91.7K 0.01% 350
2020
Q2 		$508K Buy
4,733
+2,088
+79% +$211K 0.02% 356
2020
Q1 		$229K Sell
2,645
-18
-0.7% -$1.92K 0.01% 401
2019
Q4 		$297K Buy
2,663
+118
+5% +$12.3K 0.01% 429
2019
Q3 		$255K Hold
2,545
– – 0.01% 448
2019
Q2 		$254K Hold
2,545
– – 0.01% 436
2019
Q1 		$241K Buy
+2,545
New +$225K 0.01% 450

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 $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Counselors Inc's MRSH Position: Q2 2025 in Review

Financial Counselors Inc sold out of Marsh (MRSH) in Q2 2025, closing a stake of 4,074 shares — an estimated $994K sold.

Financial Counselors Inc first reported a position in MRSH in Q1 2019 and held it in 25 quarters. The position peaked at $994K in Q1 2025. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Financial Counselors Inc reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 4,074 Marsh shares in Q2 2025, an estimated $994K.
  • Financial Counselors Inc first reported a position in Marsh in Q1 2019 and held it in 25 quarters.
  • Financial Counselors Inc's Marsh position peaked at $994K in Q1 2025.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.