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Klingman & Associates’s Marsh MRSH Stock Holding History

Klingman & Associates’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
-984
Closed -$215K – 331
2025
Q2 		$215K Buy
+984
New +$222K 0.01% 289

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Klingman & Associates's MRSH Position: Q3 2025 in Review

Klingman & Associates sold out of Marsh (MRSH) in Q3 2025, closing a stake of 984 shares — an estimated $215K sold.

Klingman & Associates first reported a position in MRSH in Q2 2025 and held it in 1 quarter. The position peaked at $215K in Q2 2025. 1,577 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Klingman & Associates reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Klingman & Associates sold 984 Marsh shares in Q3 2025, an estimated $215K.
  • Klingman & Associates first reported a position in Marsh in Q2 2025 and held it in 1 quarter.
  • Klingman & Associates's Marsh position peaked at $215K in Q2 2025.
  • 1,577 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Klingman & Associates's 13F filing for Q3 2025, filed 27 Oct 2025.