HMS Capital Management’s Marsh MRSH Stock Holding History

HMS Capital Management’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	-1,043	Closed	-$228K	–	110
2025 Q2	$228K	Hold	1,043	–	–	0.1%	103
2025 Q1	$233K	Hold	1,043	–	–	0.13%	101
2024 Q4	$222K	Hold	1,043	–	–	0.11%	105
2024 Q3	$233K	Hold	1,043	–	–	0.11%	104
2024 Q2	$220K	Hold	1,043	–	–	0.11%	102
2024 Q1	$215K	Buy	+1,043	New	+$208K	0.12%	107
2022 Q4	–	Sell	-1,453	Closed	-$217K	–	109
2022 Q3	$217K	Sell	1,453 -92	-6%	-$14.8K	0.13%	112
2022 Q2	$240K	Buy	+1,545	New	+$248K	0.12%	110
2019 Q3	–	Sell	-1,043	Closed	-$104K	–	262
2019 Q2	$104K	Buy	+1,043	New	+$99.8K	0.04%	172

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 $3.38T AUM 44.17% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

HMS Capital Management's MRSH Position: Q3 2025 in Review

HMS Capital Management sold out of Marsh (MRSH) in Q3 2025, closing a stake of 1,043 shares — an estimated $228K sold.

HMS Capital Management first reported a position in MRSH in Q2 2019 and held it in 9 quarters. The position peaked at $240K in Q2 2022. 1,577 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

HMS Capital Management reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
HMS Capital Management sold 1,043 Marsh shares in Q3 2025, an estimated $228K.
HMS Capital Management first reported a position in Marsh in Q2 2019 and held it in 9 quarters.
HMS Capital Management's Marsh position peaked at $240K in Q2 2022.
1,577 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on HMS Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.