Kestra Investment Management
MRSH icon

Kestra Investment Management’s Marsh MRSH Stock Holding History

Kestra Investment 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
-310
Closed -$75.7K – 889
2025
Q1 		$75.7K Sell
310
-1,772
-85% -$402K ﹤0.01% 442
2024
Q4 		$442K Sell
2,082
-1,167
-36% -$259K 0.02% 247
2024
Q3 		$725K Buy
+3,249
New +$721K 0.03% 156

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 $3.38T AUM 44.17% 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

Kestra Investment Management's MRSH Position: Q2 2025 in Review

Kestra Investment Management sold out of Marsh (MRSH) in Q2 2025, closing a stake of 310 shares — an estimated $75.7K sold.

Kestra Investment Management first reported a position in MRSH in Q3 2024 and held it in 3 quarters. The position peaked at $725K in Q3 2024. 1,610 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Kestra Investment Management reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 310 Marsh shares in Q2 2025, an estimated $75.7K.
  • Kestra Investment Management first reported a position in Marsh in Q3 2024 and held it in 3 quarters.
  • Kestra Investment Management's Marsh position peaked at $725K in Q3 2024.
  • 1,610 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.