LCGC
MRSH

Legacy Capital Group California’s Marsh MRSH Stock Holding History

Legacy Capital Group California’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
Q1 		– Sell
-2,566
Closed -$545K – 342
2024
Q4 		$545K Sell
2,566
-4
-0.2% -$887 0.17% 165
2024
Q3 		$573K Buy
2,570
+14
+0.5% +$3.11K 0.19% 154
2024
Q2 		$539K Sell
2,556
-18
-0.7% -$3.7K 0.19% 152
2024
Q1 		$530K Sell
2,574
-44
-2% -$8.77K 0.2% 163
2023
Q4 		$496K Buy
2,618
+73
+3% +$14.1K 0.19% 161
2023
Q3 		$484K Sell
2,545
-31
-1% -$5.94K 0.21% 145
2023
Q2 		$484K Buy
2,576
+86
+3% +$15.3K 0.2% 158
2023
Q1 		$415K Buy
+2,490
New +$415K 0.2% 148

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Capital Group California's MRSH Position: Q1 2025 in Review

Legacy Capital Group California sold out of Marsh (MRSH) in Q1 2025, closing a stake of 2,566 shares — an estimated $545K sold.

Legacy Capital Group California first reported a position in MRSH in Q1 2023 and held it in 8 quarters. The position peaked at $573K in Q3 2024. 1,622 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Legacy Capital Group California reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 2,566 Marsh shares in Q1 2025, an estimated $545K.
  • Legacy Capital Group California first reported a position in Marsh in Q1 2023 and held it in 8 quarters.
  • Legacy Capital Group California's Marsh position peaked at $573K in Q3 2024.
  • 1,622 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.