HBS
MRSH

Howard Bailey Securities’s Marsh MRSH Stock Holding History

Howard Bailey Securities’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
-820
Closed -$200K – 166
2025
Q1 		$200K Buy
+820
New +$186K 0.07% 152
2024
Q4 		– Sell
-929
Closed -$207K – 181
2024
Q3 		$207K Buy
+929
New +$206K 0.08% 160

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

Howard Bailey Securities's MRSH Position: Q2 2025 in Review

Howard Bailey Securities sold out of Marsh (MRSH) in Q2 2025, closing a stake of 820 shares — an estimated $200K sold.

Howard Bailey Securities first reported a position in MRSH in Q3 2024 and held it in 2 quarters. The position peaked at $207K in Q3 2024. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Howard Bailey Securities reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 820 Marsh shares in Q2 2025, an estimated $200K.
  • Howard Bailey Securities first reported a position in Marsh in Q3 2024 and held it in 2 quarters.
  • Howard Bailey Securities's Marsh position peaked at $207K in Q3 2024.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Howard Bailey Securities's 13F filing for Q2 2025, filed 7 Aug 2025.