GF
MRSH

Gries Financial’s Marsh MRSH Stock Holding History

Gries Financial’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 		$1.42M Buy
7,066
+449
+7% +$92.3K 0.23% 104
2025
Q2 		$1.45M Sell
6,617
-306
-4% -$69.1K 0.26% 95
2025
Q1 		$1.69M Buy
6,923
+249
+4% +$56.5K 0.33% 76
2024
Q4 		$1.42M Buy
6,674
+504
+8% +$112K 0.25% 96
2024
Q3 		$1.38M Buy
6,170
+517
+9% +$115K 0.26% 96
2024
Q2 		$1.19M Sell
5,653
-536
-9% -$110K 0.25% 96
2024
Q1 		$1.27M Sell
6,189
-303
-5% -$60.4K 0.21% 114
2023
Q4 		$1.23M Buy
6,492
+14
+0.2% +$2.71K 0.27% 88
2023
Q3 		$1.23M Buy
6,478
+348
+6% +$66.7K 0.33% 82
2023
Q2 		$1.15M Hold
6,130
– – 0.32% 80
2023
Q1 		$1.02M Sell
6,130
-80
-1% -$13.3K 0.3% 82
2022
Q4 		$1.03M Hold
6,210
– – 0.34% 79
2022
Q3 		$927K Hold
6,210
– – 0.39% 78
2022
Q2 		$964K Hold
6,210
– – 0.46% 64
2022
Q1 		$1.06M Buy
6,210
+21
+0.3% +$3.31K 0.39% 74
2021
Q4 		$1.08M Buy
6,189
+88
+1% +$14.6K 0.44% 63
2021
Q3 		$924K Hold
6,101
– – 0.29% 84
2021
Q2 		$908K Hold
6,101
– – 0.29% 80
2021
Q1 		$821K Buy
+6,101
New +$703K 0.26% 89

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

Gries Financial's MRSH Position: Q3 2025 in Review

Gries Financial increased its Marsh (MRSH) stake by 6.8% in Q3 2025, buying an estimated $92.3K and bringing the position to 7,066 shares worth $1.42M. The position accounts for 0.23% of the portfolio, ranked #104.

Gries Financial first reported a position in MRSH in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Gries Financial held 7,066 shares of Marsh worth $1.42M as of Q3 2025.
  • Gries Financial bought 449 Marsh shares in Q3 2025, an estimated $92.3K.
  • Marsh made up 0.23% of Gries Financial's portfolio in Q3 2025, its #104 holding.
  • Gries Financial first reported a position in Marsh in Q1 2021 and has held it in 19 quarters since.
  • Gries Financial's Marsh position peaked at $1.69M in Q1 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.