GP
MRSH

Geneva Partners’s Marsh MRSH Stock Holding History

Geneva Partners’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
-2,412
Closed -$527K – 77
2025
Q2 		$527K Sell
2,412
-16,736
-87% -$3.78M 0.21% 55
2025
Q1 		$4.67M Buy
+19,148
New +$4.34M 2.41% 15
2024
Q1 		– Sell
-9,726
Closed -$1.84M – 74
2023
Q4 		$1.84M Buy
+9,726
New +$1.88M 1.02% 31

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

Geneva Partners's MRSH Position: Q3 2025 in Review

Geneva Partners sold out of Marsh (MRSH) in Q3 2025, closing a stake of 2,412 shares — an estimated $527K sold.

Geneva Partners first reported a position in MRSH in Q4 2023 and held it in 3 quarters. The position peaked at $4.67M in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Geneva Partners reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Geneva Partners sold 2,412 Marsh shares in Q3 2025, an estimated $527K.
  • Geneva Partners first reported a position in Marsh in Q4 2023 and held it in 3 quarters.
  • Geneva Partners's Marsh position peaked at $4.67M in Q1 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Geneva Partners's 13F filing for Q3 2025, filed 12 Nov 2025.