HIG
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Heritage Investment Group’s Marsh MRSH Stock Holding History

Heritage Investment Group’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 		– Sell
-941
Closed -$206K – 115
2025
Q2 		$206K Hold
941
– – 0.04% 110
2025
Q1 		$230K Buy
+941
New +$213K 0.04% 100
2024
Q4 		– Sell
-941
Closed -$210K – 113
2024
Q3 		$210K Buy
+941
New +$209K 0.04% 98

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 $3.38T AUM 44.17% 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

Heritage Investment Group's MRSH Position: Q3 2025 in Review

Heritage Investment Group sold out of Marsh (MRSH) in Q3 2025, closing a stake of 941 shares — an estimated $206K sold.

Heritage Investment Group first reported a position in MRSH in Q3 2024 and held it in 3 quarters. The position peaked at $230K in Q1 2025. 1,577 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Heritage Investment Group reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Heritage Investment Group sold 941 Marsh shares in Q3 2025, an estimated $206K.
  • Heritage Investment Group first reported a position in Marsh in Q3 2024 and held it in 3 quarters.
  • Heritage Investment Group's Marsh position peaked at $230K in Q1 2025.
  • 1,577 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Heritage Investment Group's 13F filing for Q3 2025, filed 31 Oct 2025.