Grove Street Fiduciary’s Marsh MRSH Stock Holding History

Grove Street Fiduciary’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	-875	Closed	-$214K	–	76
2025 Q1	$214K	Buy	+875	New	+$199K	0.11%	66

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 $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Grove Street Fiduciary's MRSH Position: Q2 2025 in Review

Grove Street Fiduciary sold out of Marsh (MRSH) in Q2 2025, closing a stake of 875 shares — an estimated $214K sold.

Grove Street Fiduciary first reported a position in MRSH in Q1 2025 and held it in 1 quarter. The position peaked at $214K in Q1 2025. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

Grove Street Fiduciary reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
Grove Street Fiduciary sold 875 Marsh shares in Q2 2025, an estimated $214K.
Grove Street Fiduciary first reported a position in Marsh in Q1 2025 and held it in 1 quarter.
Grove Street Fiduciary's Marsh position peaked at $214K in Q1 2025.
1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Grove Street Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.