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MRSH

Legacy Investment Solutions’s Marsh MRSH Stock Holding History

Legacy Investment Solutions’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 		$3.94K Buy
+18
New +$4.06K ﹤0.01% 428
2024
Q4 		$5.68K Sell
25
-39
-61% -$8.65K ﹤0.01% 369
2024
Q3 		$14.4K Buy
+64
New +$14.2K 0.01% 261

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

Legacy Investment Solutions's MRSH Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Marsh (MRSH) in Q2 2025: 18 shares worth $3.94K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MRSH as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MRSH in Q3 2024 and has held it in 3 quarters since. The position peaked at $14.4K in Q3 2024. 1,606 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Legacy Investment Solutions held 18 shares of Marsh worth $3.94K as of Q2 2025.
  • Marsh was a new Legacy Investment Solutions position in Q2 2025.
  • Marsh made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #428 holding.
  • Legacy Investment Solutions first reported a position in Marsh in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Marsh position peaked at $14.4K in Q3 2024.
  • 1,606 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.