Heck Capital Advisors’s Marsh MRSH Stock Holding History

Heck Capital Advisors’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	-20	Closed	-$4.25K	–	577
2024 Q4	$4.25K	Buy	+20	New	+$4.44K	﹤0.01%	585

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heck Capital Advisors's MRSH Position: Q1 2025 in Review

Heck Capital Advisors sold out of Marsh (MRSH) in Q1 2025, closing a stake of 20 shares — an estimated $4.25K sold.

Heck Capital Advisors first reported a position in MRSH in Q4 2024 and held it in 1 quarter. The position peaked at $4.25K in Q4 2024. 1,625 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

Heck Capital Advisors reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 20 Marsh shares in Q1 2025, an estimated $4.25K.
Heck Capital Advisors first reported a position in Marsh in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Marsh position peaked at $4.25K in Q4 2024.
1,625 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.