LFG
MRSH

Lockerman Financial Group’s Marsh MRSH Stock Holding History

Lockerman Financial Group’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
-1,735
Closed -$350K – 111
2025
Q3 		$350K Buy
1,735
+117
+7% +$24.1K 0.44% 67
2025
Q2 		$354K Sell
1,618
-58
-3% -$13.1K 0.48% 70
2025
Q1 		$409K Sell
1,676
-8
-0.5% -$1.81K 0.62% 50
2024
Q4 		$358K Buy
1,684
+43
+3% +$9.54K 0.61% 48
2024
Q3 		$366K Buy
1,641
+8
+0.5% +$1.78K 0.62% 52
2024
Q2 		$344K Buy
1,633
+495
+43% +$102K 0.62% 52
2024
Q1 		$234K Buy
+1,138
New +$227K 0.45% 87

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lockerman Financial Group's MRSH Position: Q4 2025 in Review

Lockerman Financial Group sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,735 shares — an estimated $350K sold.

Lockerman Financial Group first reported a position in MRSH in Q1 2024 and held it in 7 quarters. The position peaked at $409K in Q1 2025. 1,592 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Lockerman Financial Group reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,735 Marsh shares in Q4 2025, an estimated $350K.
  • Lockerman Financial Group first reported a position in Marsh in Q1 2024 and held it in 7 quarters.
  • Lockerman Financial Group's Marsh position peaked at $409K in Q1 2025.
  • 1,592 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.