Gleason Group’s Marsh MRSH Stock Holding History

Gleason Group’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 Q1	–	Sell	-76	Closed	-$16.1K	–	191
2024 Q4	$16.1K	Hold	76	–	–	﹤0.01%	151
2024 Q3	$16.9K	Buy	76 +1	+1%	+$222	﹤0.01%	148
2024 Q2	$15.9K	Hold	75	–	–	﹤0.01%	171
2024 Q1	$15.5K	Hold	75	–	–	﹤0.01%	154
2023 Q4	$14.2K	Hold	75	–	–	﹤0.01%	164
2023 Q3	$14.2K	Buy	75 +1	+1%	+$192	﹤0.01%	171
2023 Q2	$14K	Hold	74	–	–	﹤0.01%	170
2023 Q1	$12.3K	Hold	74	–	–	﹤0.01%	167
2022 Q4	$12.2K	Buy	74 +1	+1%	+$164	﹤0.01%	163
2022 Q3	$11K	Hold	73	–	–	﹤0.01%	167
2022 Q2	$11K	Hold	73	–	–	﹤0.01%	167
2022 Q1	$12K	Buy	73 +1	+1%	+$158	﹤0.01%	169
2021 Q4	$13K	Hold	72	–	–	﹤0.01%	155
2021 Q3	$11K	Hold	72	–	–	﹤0.01%	160
2021 Q2	$10K	Hold	72	–	–	﹤0.01%	161
2021 Q1	$9K	Buy	72 +1	+1%	+$115	﹤0.01%	158
2020 Q4	$8K	Hold	71	–	–	﹤0.01%	155
2020 Q3	$8K	Hold	71	–	–	﹤0.01%	145
2020 Q2	$8K	Hold	71	–	–	﹤0.01%	147
2020 Q1	$6K	Sell	71 -249	-78%	-$26.5K	﹤0.01%	150
2019 Q4	$36K	Buy	+320	New	+$33.4K	0.02%	119

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gleason Group's MRSH Position: Q1 2025 in Review

Gleason Group sold out of Marsh (MRSH) in Q1 2025, closing a stake of 76 shares — an estimated $16.1K sold.

Gleason Group first reported a position in MRSH in Q4 2019 and held it in 21 quarters. The position peaked at $36K in Q4 2019. 1,627 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

Gleason Group reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
Gleason Group sold 76 Marsh shares in Q1 2025, an estimated $16.1K.
Gleason Group first reported a position in Marsh in Q4 2019 and held it in 21 quarters.
Gleason Group's Marsh position peaked at $36K in Q4 2019.
1,627 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Gleason Group's 13F filing for Q1 2025, filed 11 Apr 2025.