LI
MRSH

Louisbourg Investments’s Marsh MRSH Stock Holding History

Louisbourg Investments’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
-14,794
Closed -$2.17M – 219
2025
Q3 		$2.17M Buy
14,794
+9,315
+170% +$1.92M 0.47% 71
2025
Q2 		$894K Sell
5,479
-2,700
-33% -$610K 0.21% 90
2025
Q1 		$1.41M Sell
8,179
-32
-0.4% -$7.26K 0.38% 78
2024
Q4 		$1.24M Buy
8,211
+3,300
+67% +$732K 0.32% 79
2024
Q3 		$824K Hold
4,911
– – 0.21% 84
2024
Q2 		$769K Hold
4,911
– – 0.22% 82
2024
Q1 		$759K Sell
4,911
-13
-0.3% -$2.59K 0.21% 80
2023
Q4 		$718K Buy
+4,924
New +$951K 0.22% 84

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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Louisbourg Investments's MRSH Position: Q4 2025 in Review

Louisbourg Investments sold out of Marsh (MRSH) in Q4 2025, closing a stake of 14,794 shares — an estimated $2.17M sold.

Louisbourg Investments first reported a position in MRSH in Q4 2023 and held it in 8 quarters. The position peaked at $2.17M in Q3 2025. 1,588 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Louisbourg Investments reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Louisbourg Investments sold 14,794 Marsh shares in Q4 2025, an estimated $2.17M.
  • Louisbourg Investments first reported a position in Marsh in Q4 2023 and held it in 8 quarters.
  • Louisbourg Investments's Marsh position peaked at $2.17M in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Louisbourg Investments's 13F filing for Q4 2025, filed 16 Jan 2026.