Garde Capital’s Marsh MRSH Stock Holding History

Garde Capital’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	-171	Closed	-$37.4K	–	582
2025 Q2	$37.4K	Hold	171	–	–	﹤0.01%	379
2025 Q1	$41.7K	Buy	+171	New	+$38.8K	﹤0.01%	358
2024 Q2	–	Sell	-1,080	Closed	-$222K	–	280
2024 Q1	$222K	Sell	1,080 -418	-28%	-$83.3K	0.02%	193
2023 Q4	$284K	Buy	1,498 +418	+39%	+$80.8K	0.02%	172
2023 Q3	$206K	Buy	1,080 +10	+0.9%	+$1.92K	0.02%	193
2023 Q2	$201K	Sell	1,070 -29	-3%	-$5.15K	0.02%	214
2023 Q1	$183K	Hold	1,099	–	–	0.02%	191
2022 Q4	$182K	Buy	1,099 +29	+3%	+$4.74K	0.02%	189
2022 Q3	$160K	Hold	1,070	–	–	0.02%	193
2022 Q2	$166K	Hold	1,070	–	–	0.02%	203
2022 Q1	$182K	Hold	1,070	–	–	0.02%	208
2021 Q4	$186K	Hold	1,070	–	–	0.02%	220
2021 Q3	$162K	Hold	1,070	–	–	0.02%	223
2021 Q2	$151K	Hold	1,070	–	–	0.02%	228
2021 Q1	$130K	Hold	1,070	–	–	0.02%	222
2020 Q4	$125K	Buy	+1,070	New	+$122K	0.02%	223

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Garde Capital's MRSH Position: Q3 2025 in Review

Garde Capital sold out of Marsh (MRSH) in Q3 2025, closing a stake of 171 shares — an estimated $37.4K sold.

Garde Capital first reported a position in MRSH in Q4 2020 and held it in 16 quarters. The position peaked at $284K in Q4 2023. 1,577 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

Garde Capital reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 171 Marsh shares in Q3 2025, an estimated $37.4K.
Garde Capital first reported a position in Marsh in Q4 2020 and held it in 16 quarters.
Garde Capital's Marsh position peaked at $284K in Q4 2023.
1,577 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.