FP
MRSH

Financial Perspectives’s Marsh MRSH Stock Holding History

Financial Perspectives’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
Q4 		– Sell
-12
Closed -$2.46K – 733
2025
Q3 		$2.46K Hold
12
– – ﹤0.01% 628
2025
Q2 		$2.65K Hold
12
– – ﹤0.01% 618
2025
Q1 		$2.95K Hold
12
– – ﹤0.01% 601
2024
Q4 		$2.56K Hold
12
– – ﹤0.01% 611
2024
Q3 		$2.68K Buy
+12
New +$2.66K ﹤0.01% 568
2024
Q1 		– Sell
-1
Closed -$189 – 688
2023
Q4 		$189 Buy
+1
New +$193 ﹤0.01% 679

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Perspectives's MRSH Position: Q4 2025 in Review

Financial Perspectives sold out of Marsh (MRSH) in Q4 2025, closing a stake of 12 shares — an estimated $2.46K sold.

Financial Perspectives first reported a position in MRSH in Q4 2023 and held it in 6 quarters. The position peaked at $2.95K in Q1 2025. 1,593 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Financial Perspectives reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Financial Perspectives sold 12 Marsh shares in Q4 2025, an estimated $2.46K.
  • Financial Perspectives first reported a position in Marsh in Q4 2023 and held it in 6 quarters.
  • Financial Perspectives's Marsh position peaked at $2.95K in Q1 2025.
  • 1,593 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Financial Perspectives's 13F filing for Q4 2025, filed 28 Jan 2026.