LA
MRSH

Lindenwold Advisors’s Marsh MRSH Stock Holding History

Lindenwold 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
Q3 		$3.02M Buy
14,994
+62
+0.4% +$12.8K 1.43% 18
2025
Q2 		$3.26M Buy
14,932
+508
+4% +$115K 1.7% 16
2025
Q1 		$3.52M Buy
14,424
+413
+3% +$93.7K 1.96% 14
2024
Q4 		$2.98M Sell
14,011
-950
-6% -$211K 1.59% 15
2024
Q3 		$3.34M Buy
14,961
+157
+1% +$34.9K 1.68% 15
2024
Q2 		$3.12M Sell
14,804
-80
-0.5% -$16.4K 1.67% 15
2024
Q1 		$3.07M Sell
14,884
-176
-1% -$35.1K 1.64% 15
2023
Q4 		$2.85M Sell
15,060
-32
-0.2% -$6.18K 1.62% 16
2023
Q3 		$2.87M Buy
15,092
+437
+3% +$83.8K 1.79% 13
2023
Q2 		$2.76M Sell
14,655
-2,911
-17% -$517K 1.69% 14
2023
Q1 		$2.93M Buy
17,566
+76
+0.4% +$12.7K 1.81% 13
2022
Q4 		$2.89M Buy
17,490
+281
+2% +$45.9K 1.94% 12
2022
Q3 		$2.57M Buy
17,209
+255
+2% +$40.9K 1.9% 11
2022
Q2 		$2.63M Buy
16,954
+85
+0.5% +$13.6K 1.87% 12
2022
Q1 		$2.88M Buy
16,869
+456
+3% +$71.9K 1.77% 11
2021
Q4 		$2.85M Buy
+16,413
New +$2.73M 1.67% 12

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lindenwold Advisors's MRSH Position: Q3 2025 in Review

Lindenwold Advisors increased its Marsh (MRSH) stake by 0.42% in Q3 2025, buying an estimated $12.8K and bringing the position to 14,994 shares worth $3.02M. The position accounts for 1.43% of the portfolio, ranked #18.

Lindenwold Advisors first reported a position in MRSH in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.52M in Q1 2025. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Lindenwold Advisors held 14,994 shares of Marsh worth $3.02M as of Q3 2025.
  • Lindenwold Advisors bought 62 Marsh shares in Q3 2025, an estimated $12.8K.
  • Marsh made up 1.43% of Lindenwold Advisors's portfolio in Q3 2025, its #18 holding.
  • Lindenwold Advisors first reported a position in Marsh in Q4 2021 and has held it in 16 quarters since.
  • Lindenwold Advisors's Marsh position peaked at $3.52M in Q1 2025.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.