Lion Street Advisors’s Marsh MRSH Stock Holding History

Lion Street 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	$264K	Buy	+1,584	New	+$326K	0.09%	174
2023 Q4	–	Sell	-1,588	Closed	-$302K	–	262
2023 Q3	$302K	Buy	1,588 +4	+0.3%	+$767	0.1%	180
2023 Q2	$264K	Buy	1,584 +6	+0.4%	+$1.06K	0.09%	189
2023 Q1	$263K	Buy	1,578 +6	+0.4%	+$1K	0.08%	198
2022 Q4	$262K	Buy	1,572 +4	+0.3%	+$654	0.14%	121
2022 Q3	$234K	Sell	1,568 -4	-0.3%	-$642	0.12%	112
2022 Q2	$262K	Buy	1,572 +3	+0.2%	+$481	0.14%	121
2022 Q1	$267K	Hold	1,569	–	–	0.14%	111
2021 Q4	$273K	Sell	1,569 -3	-0.2%	-$498	0.13%	121
2021 Q3	$238K	Buy	+1,572	New	+$238K	0.13%	130
2020 Q2	–	Sell	-106	Closed	-$9K	–	254
2020 Q1	$9K	Buy	+106	New	+$11.3K	0.05%	176

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lion Street Advisors's MRSH Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Marsh (MRSH) in Q3 2025: 1,584 shares worth $264K. The stake represents 0.09% of the portfolio and ranks #174 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in MRSH as recently as Q3 2023.

Lion Street Advisors first reported a position in MRSH in Q1 2020 and has held it in 11 quarters since. The position peaked at $302K in Q3 2023. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

Lion Street Advisors held 1,584 shares of Marsh worth $264K as of Q3 2025.
Marsh was a new Lion Street Advisors position in Q3 2025.
Marsh made up 0.09% of Lion Street Advisors's portfolio in Q3 2025, its #174 holding.
Lion Street Advisors first reported a position in Marsh in Q1 2020 and has held it in 11 quarters since.
Lion Street Advisors's Marsh position peaked at $302K in Q3 2023.
1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.