HBW
MRSH

Hazlett, Burt & Watson’s Marsh MRSH Stock Holding History

Hazlett, Burt & Watson’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
-8
Closed -$2K – 838
2025
Q1 		$2K Hold
8
– – ﹤0.01% 730
2024
Q4 		$2K Sell
8
-13
-62% -$2.88K ﹤0.01% 708
2024
Q3 		$5K Hold
21
– – ﹤0.01% 603
2024
Q2 		$5K Hold
21
– – ﹤0.01% 591
2024
Q1 		$5K Hold
21
– – ﹤0.01% 587
2023
Q4 		$4K Hold
21
– – ﹤0.01% 577
2023
Q3 		$4K Buy
21
+8
+62% +$1.53K ﹤0.01% 588
2023
Q2 		$2K Buy
+13
New +$2.31K ﹤0.01% 620

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hazlett, Burt & Watson's MRSH Position: Q2 2025 in Review

Hazlett, Burt & Watson sold out of Marsh (MRSH) in Q2 2025, closing a stake of 8 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in MRSH in Q2 2023 and held it in 8 quarters. The position peaked at $5K in Q3 2024. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Hazlett, Burt & Watson reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 8 Marsh shares in Q2 2025, an estimated $2K.
  • Hazlett, Burt & Watson first reported a position in Marsh in Q2 2023 and held it in 8 quarters.
  • Hazlett, Burt & Watson's Marsh position peaked at $5K in Q3 2024.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2025, filed 25 Jul 2025.