HCM
MRSH

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 0.14% 110
2019
Q3 		– Sell
-1,043
Closed -$104K – 263
2019
Q2 		$104K Buy
+1,043
New +$99.8K 0.06% 172

Other funds holding MRSH

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State Street
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Capital International Investors
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return