Global Financial Private Client’s Marsh MRSH Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-171	Closed	-$41.7K	–	1057
2025 Q1	$41.7K	Buy	171 +14	+9%	+$3.18K	0.02%	352
2024 Q4	$33.3K	Buy	157 +6	+4%	+$1.33K	0.01%	361
2024 Q3	$33.7K	Buy	151 +111	+278%	+$24.6K	0.01%	359
2024 Q2	$8.43K	Hold	40	–	–	﹤0.01%	463
2024 Q1	$8.16K	Buy	+40	New	+$7.97K	﹤0.01%	482
2023 Q3	–	Sell	-175	Closed	-$32.4K	–	693
2023 Q2	$32.4K	Hold	175	–	–	0.02%	328
2023 Q1	$29.5K	Hold	175	–	–	0.02%	340
2022 Q4	$29K	Hold	175	–	–	0.02%	328
2022 Q3	$27.1K	Buy	+175	New	+$28.1K	0.02%	329

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Global Financial Private Client's MRSH Position: Q2 2025 in Review

Global Financial Private Client sold out of Marsh (MRSH) in Q2 2025, closing a stake of 171 shares — an estimated $41.7K sold.

Global Financial Private Client first reported a position in MRSH in Q3 2022 and held it in 9 quarters. The position peaked at $41.7K in Q1 2025. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

Global Financial Private Client reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 171 Marsh shares in Q2 2025, an estimated $41.7K.
Global Financial Private Client first reported a position in Marsh in Q3 2022 and held it in 9 quarters.
Global Financial Private Client's Marsh position peaked at $41.7K in Q1 2025.
1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.