FIM
MRSH

Freedom Investment Management’s Marsh MRSH Stock Holding History

Freedom Investment 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
Q3 		– Sell
-6,215
Closed -$1.36M – 467
2025
Q2 		$1.36M Buy
6,215
+746
+14% +$168K 0.11% 172
2025
Q1 		$1.33M Sell
5,469
-1,020
-16% -$231K 0.11% 166
2024
Q4 		$1.38M Buy
6,489
+109
+2% +$24.2K 0.11% 165
2024
Q3 		$1.42M Buy
6,380
+298
+5% +$66.1K 0.11% 164
2024
Q2 		$1.28M Buy
6,082
+195
+3% +$40.1K 0.1% 188
2024
Q1 		$1.21M Buy
5,887
+732
+14% +$146K 0.1% 202
2023
Q4 		$977K Sell
5,155
-271
-5% -$52.4K 0.08% 257
2023
Q3 		$1.03M Buy
5,426
+873
+19% +$167K 0.13% 196
2023
Q2 		$856K Buy
4,553
+2,185
+92% +$388K 0.1% 274
2023
Q1 		$394K Buy
2,368
+190
+9% +$31.7K 0.04% 472
2022
Q4 		$360K Sell
2,178
-242
-10% -$39.6K 0.04% 525
2022
Q3 		$361K Sell
2,420
-105
-4% -$16.8K 0.04% 515
2022
Q2 		$392K Buy
2,525
+477
+23% +$76.4K 0.04% 526
2022
Q1 		$349K Sell
2,048
-64
-3% -$10.1K 0.03% 578
2021
Q4 		$367K Buy
2,112
+28
+1% +$4.65K 0.03% 613
2021
Q3 		$316K Sell
2,084
-31
-1% -$4.69K 0.02% 622
2021
Q2 		$298K Buy
2,115
+7
+0.3% +$939 0.02% 683
2021
Q1 		$257K Buy
2,108
+125
+6% +$14.4K 0.02% 708
2020
Q4 		$232K Sell
1,983
-155
-7% -$17.6K 0.03% 539
2020
Q3 		$245K Buy
2,138
+246
+13% +$28.2K 0.03% 461
2020
Q2 		$203K Buy
1,892
+57
+3% +$5.77K 0.02% 509
2020
Q1 		$214K Buy
1,835
+36
+2% +$3.84K 0.02% 609
2019
Q4 		$200K Buy
+1,799
New +$188K 0.02% 619
2018
Q4 		– Sell
-2,668
Closed -$226K – 855
2018
Q3 		$226K Buy
+2,668
New +$226K 0.01% 801
2018
Q2 		– Sell
-7,602
Closed -$628K – 1059
2018
Q1 		$628K Buy
+7,602
New +$630K 0.03% 532
2017
Q1 		– Sell
-4,671
Closed -$316K – 1092
2016
Q4 		$316K Buy
+4,671
New +$313K 0.02% 670

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Freedom Investment Management's MRSH Position: Q3 2025 in Review

Freedom Investment Management sold out of Marsh (MRSH) in Q3 2025, closing a stake of 6,215 shares — an estimated $1.36M sold.

Freedom Investment Management first reported a position in MRSH in Q4 2016 and held it in 26 quarters. The position peaked at $1.42M in Q3 2024. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Freedom Investment Management reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 6,215 Marsh shares in Q3 2025, an estimated $1.36M.
  • Freedom Investment Management first reported a position in Marsh in Q4 2016 and held it in 26 quarters.
  • Freedom Investment Management's Marsh position peaked at $1.42M in Q3 2024.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.