LF
MRSH

Longbow Finance’s Marsh MRSH Stock Holding History

Longbow Finance’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
Q2 		– Sell
-33,501
Closed -$8.18M – 87
2025
Q1 		$8.18M Buy
+33,501
New +$7.6M 0.98% 31
2024
Q4 		– Sell
-43,466
Closed -$9.7M – 97
2024
Q3 		$9.7M Buy
43,466
+7,022
+19% +$1.56M 1.03% 26
2024
Q2 		$7.68M Sell
36,444
-2,422
-6% -$498K 0.79% 30
2024
Q1 		$8.01M Sell
38,866
-3,827
-9% -$763K 0.81% 32
2023
Q4 		$8.09M Buy
+42,693
New +$8.25M 0.82% 46

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Longbow Finance's MRSH Position: Q2 2025 in Review

Longbow Finance sold out of Marsh (MRSH) in Q2 2025, closing a stake of 33,501 shares — an estimated $8.18M sold.

Longbow Finance first reported a position in MRSH in Q4 2023 and held it in 5 quarters. The position peaked at $9.7M in Q3 2024. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Longbow Finance reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Longbow Finance sold 33,501 Marsh shares in Q2 2025, an estimated $8.18M.
  • Longbow Finance first reported a position in Marsh in Q4 2023 and held it in 5 quarters.
  • Longbow Finance's Marsh position peaked at $9.7M in Q3 2024.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Longbow Finance's 13F filing for Q2 2025, filed 5 Aug 2025.