HPM
MRSH

Hoxton Planning & Management’s Marsh MRSH Stock Holding History

Hoxton Planning & 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
Q2 		– Sell
-829
Closed -$202K – 217
2025
Q1 		$202K Buy
+829
New +$188K 0.08% 192

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hoxton Planning & Management's MRSH Position: Q2 2025 in Review

Hoxton Planning & Management sold out of Marsh (MRSH) in Q2 2025, closing a stake of 829 shares — an estimated $202K sold.

Hoxton Planning & Management first reported a position in MRSH in Q1 2025 and held it in 1 quarter. The position peaked at $202K in Q1 2025. 1,606 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Hoxton Planning & Management reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 829 Marsh shares in Q2 2025, an estimated $202K.
  • Hoxton Planning & Management first reported a position in Marsh in Q1 2025 and held it in 1 quarter.
  • Hoxton Planning & Management's Marsh position peaked at $202K in Q1 2025.
  • 1,606 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Hoxton Planning & Management's 13F filing for Q2 2025, filed 6 Aug 2025.