LFA
MRSH

LGT Financial Advisors’s Marsh MRSH Stock Holding History

LGT Financial Advisors’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
Q4 		– Sell
-21
Closed -$4.23K – 333
2025
Q3 		$4.23K Hold
21
– – 0.01% 315
2025
Q2 		$4.59K Buy
+21
New +$4.74K 0.01% 300
2023
Q3 		– Sell
-1,364
Closed -$257K – 941
2023
Q2 		$257K Hold
1,364
– – 0.27% 92
2023
Q1 		$227K Buy
+1,364
New +$227K 0.42% 74

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LGT Financial Advisors's MRSH Position: Q4 2025 in Review

LGT Financial Advisors sold out of Marsh (MRSH) in Q4 2025, closing a stake of 21 shares — an estimated $4.23K sold.

LGT Financial Advisors first reported a position in MRSH in Q1 2023 and held it in 4 quarters. The position peaked at $257K in Q2 2023. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • LGT Financial Advisors reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 21 Marsh shares in Q4 2025, an estimated $4.23K.
  • LGT Financial Advisors first reported a position in Marsh in Q1 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Marsh position peaked at $257K in Q2 2023.
  • 1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.