LC
MRSH

Lindbrook Capital’s Marsh MRSH Stock Holding History

Lindbrook Capital’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 		$369K Buy
1,514
+44
+3% +$9.98K 0.03% 273
2024
Q4 		$312K Buy
1,470
+2
+0.1% +$444 0.03% 302
2024
Q3 		$327K Buy
1,468
+33
+2% +$7.33K 0.03% 292
2024
Q2 		$302K Sell
1,435
-97
-6% -$19.9K 0.03% 287
2024
Q1 		$316K Sell
1,532
-152
-9% -$30.3K 0.03% 276
2023
Q4 		$319K Buy
1,684
+414
+33% +$80K 0.03% 262
2023
Q3 		$242K Buy
1,270
+85
+7% +$16.3K 0.03% 281
2023
Q2 		$223K Buy
1,185
+8
+0.7% +$1.42K 0.02% 305
2023
Q1 		$196K Buy
1,177
+376
+47% +$62.6K 0.02% 316
2022
Q4 		$133K Buy
801
+207
+35% +$33.8K 0.02% 425
2022
Q3 		$89K Buy
594
+184
+45% +$29.5K 0.02% 464
2022
Q2 		$64K Buy
410
+103
+34% +$16.5K 0.01% 572
2022
Q1 		$52K Sell
307
-164
-35% -$25.9K 0.01% 661
2021
Q4 		$82K Sell
471
-9
-2% -$1.5K 0.01% 551
2021
Q3 		$73K Buy
480
+18
+4% +$2.72K 0.02% 339
2021
Q2 		$65K Buy
462
+11
+2% +$1.48K 0.01% 396
2021
Q1 		$55K Buy
451
+10
+2% +$1.15K 0.01% 414
2020
Q4 		$52K Buy
441
+19
+5% +$2.16K 0.01% 392
2020
Q3 		$48K Buy
422
+5
+1% +$573 0.01% 373
2020
Q2 		$45K Sell
417
-91
-18% -$9.21K 0.01% 382
2020
Q1 		$44K Sell
508
-214
-30% -$22.8K 0.02% 351
2019
Q4 		$80K Buy
722
+81
+13% +$8.46K 0.03% 299
2019
Q3 		$64K Sell
641
-13
-2% -$1.3K 0.02% 342
2019
Q2 		$65K Buy
654
+22
+3% +$2.1K 0.03% 344
2019
Q1 		$59K Hold
632
– – 0.02% 354
2018
Q4 		$50K Buy
+632
New +$52.7K 0.02% 341

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lindbrook Capital's MRSH Position: Q1 2025 in Review

Lindbrook Capital increased its Marsh (MRSH) stake by 3% in Q1 2025, buying an estimated $9.98K and bringing the position to 1,514 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #273.

Lindbrook Capital first reported a position in MRSH in Q4 2018 and has held it in 26 quarters since. 1,624 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Lindbrook Capital held 1,514 shares of Marsh worth $369K as of Q1 2025.
  • Lindbrook Capital bought 44 Marsh shares in Q1 2025, an estimated $9.98K.
  • Marsh made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #273 holding.
  • Lindbrook Capital first reported a position in Marsh in Q4 2018 and has held it in 26 quarters since.
  • 1,624 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.