FHC
MRSH

First Heartland Consultants’s Marsh MRSH Stock Holding History

First Heartland Consultants’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
-1,000
Closed -$202K – 555
2025
Q3 		$202K Buy
1,000
+66
+7% +$13.6K 0.02% 506
2025
Q2 		$204K Buy
+934
New +$211K 0.02% 481

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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Heartland Consultants's MRSH Position: Q4 2025 in Review

First Heartland Consultants sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,000 shares — an estimated $202K sold.

First Heartland Consultants first reported a position in MRSH in Q2 2025 and held it in 2 quarters. The position peaked at $204K in Q2 2025. 1,588 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • First Heartland Consultants reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • First Heartland Consultants sold 1,000 Marsh shares in Q4 2025, an estimated $202K.
  • First Heartland Consultants first reported a position in Marsh in Q2 2025 and held it in 2 quarters.
  • First Heartland Consultants's Marsh position peaked at $204K in Q2 2025.
  • 1,588 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on First Heartland Consultants's 13F filing for Q4 2025, filed 9 Jan 2026.