HDA
MRSH

Harold Davidson & Associates’s Marsh MRSH Stock Holding History

Harold Davidson & Associates’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
-1,800
Closed -$382K – 62
2024
Q4 		$382K Buy
+1,800
New +$399K 0.18% 55

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harold Davidson & Associates's MRSH Position: Q1 2025 in Review

Harold Davidson & Associates sold out of Marsh (MRSH) in Q1 2025, closing a stake of 1,800 shares — an estimated $382K sold.

Harold Davidson & Associates first reported a position in MRSH in Q4 2024 and held it in 1 quarter. The position peaked at $382K in Q4 2024. 1,622 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Harold Davidson & Associates reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Harold Davidson & Associates sold 1,800 Marsh shares in Q1 2025, an estimated $382K.
  • Harold Davidson & Associates first reported a position in Marsh in Q4 2024 and held it in 1 quarter.
  • Harold Davidson & Associates's Marsh position peaked at $382K in Q4 2024.
  • 1,622 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Harold Davidson & Associates's 13F filing for Q1 2025, filed 4 Jun 2025.