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GLOBALT Investments’s Marsh MRSH Stock Holding History

GLOBALT Investments’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
-1,754
Closed -$373K – 206
2024
Q4 		$373K Sell
1,754
-72
-4% -$16K 0.01% 187
2024
Q3 		$407K Sell
1,826
-8
-0.4% -$1.78K 0.02% 186
2024
Q2 		$386K Sell
1,834
-34
-2% -$6.98K 0.02% 188
2024
Q1 		$385K Sell
1,868
-172
-8% -$34.3K 0.02% 185
2023
Q4 		$387K Buy
+2,040
New +$394K 0.02% 186

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GLOBALT Investments's MRSH Position: Q1 2025 in Review

GLOBALT Investments sold out of Marsh (MRSH) in Q1 2025, closing a stake of 1,754 shares — an estimated $373K sold.

GLOBALT Investments first reported a position in MRSH in Q4 2023 and held it in 5 quarters. The position peaked at $407K in Q3 2024. 1,629 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • GLOBALT Investments reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • GLOBALT Investments sold 1,754 Marsh shares in Q1 2025, an estimated $373K.
  • GLOBALT Investments first reported a position in Marsh in Q4 2023 and held it in 5 quarters.
  • GLOBALT Investments's Marsh position peaked at $407K in Q3 2024.
  • 1,629 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on GLOBALT Investments's 13F filing for Q1 2025, filed 7 May 2025.