Kelly Financial Services’s Marsh MRSH Stock Holding History

Kelly Financial Services’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	-935	Closed	-$204K	–	123
2025 Q2	$204K	Buy	935 +16	+2%	+$3.61K	0.06%	114
2025 Q1	$224K	Buy	+919	New	+$209K	0.08%	99
2024 Q4	–	Sell	-897	Closed	-$200K	–	122
2024 Q3	$200K	Buy	897 +11	+1%	+$2.44K	0.07%	111
2024 Q2	$187K	Buy	886 +61	+7%	+$12.5K	0.07%	113
2024 Q1	$170K	Buy	825 +3	+0.4%	+$598	0.07%	117
2023 Q4	$156K	Buy	822 +7	+0.9%	+$1.35K	0.06%	110
2023 Q3	$155K	Hold	815	–	–	0.07%	97
2023 Q2	$153K	Hold	815	–	–	0.07%	97
2023 Q1	$136K	Hold	815	–	–	0.07%	97
2022 Q4	$135K	Hold	815	–	–	0.07%	105
2022 Q3	$122K	Hold	815	–	–	0.07%	100
2022 Q2	$127K	Hold	815	–	–	0.07%	99
2022 Q1	$139K	Hold	815	–	–	0.06%	106
2021 Q4	$142K	Hold	815	–	–	0.06%	99
2021 Q3	$123K	Hold	815	–	–	0.07%	93
2021 Q2	$115K	Hold	815	–	–	0.07%	94
2021 Q1	$99.3K	Hold	815	–	–	0.06%	87
2020 Q4	$95.4K	Hold	815	–	–	0.07%	76
2020 Q3	$93.5K	Hold	815	–	–	0.07%	60
2020 Q2	$87.5K	Hold	815	–	–	0.07%	57
2020 Q1	$70.5K	Hold	815	–	–	0.09%	56
2019 Q4	$90.8K	Hold	815	–	–	0.07%	55
2019 Q3	$81.5K	Hold	815	–	–	0.07%	57
2019 Q2	$81.3K	Hold	815	–	–	0.07%	55
2019 Q1	$76.5K	Buy	+815	New	+$72.1K	0.09%	56

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 $3.37T AUM 44.26% 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

Kelly Financial Services's MRSH Position: Q3 2025 in Review

Kelly Financial Services sold out of Marsh (MRSH) in Q3 2025, closing a stake of 935 shares — an estimated $204K sold.

Kelly Financial Services first reported a position in MRSH in Q1 2019 and held it in 25 quarters. The position peaked at $224K in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

Kelly Financial Services reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
Kelly Financial Services sold 935 Marsh shares in Q3 2025, an estimated $204K.
Kelly Financial Services first reported a position in Marsh in Q1 2019 and held it in 25 quarters.
Kelly Financial Services's Marsh position peaked at $224K in Q1 2025.
1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Kelly Financial Services's 13F filing for Q3 2025, filed 15 Oct 2025.