MTC
MRSH

Matrix Trust Company’s Marsh MRSH Stock Holding History

Matrix Trust Company’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 		– Sell
-7,654
Closed -$1.67M – 273
2025
Q2 		$1.67M Hold
7,654
– – 0.27% 54
2025
Q1 		$1.87M Buy
7,654
+93
+1% +$21.1K 0.32% 43
2024
Q4 		$1.61M Buy
7,561
+162
+2% +$35.9K 0.28% 48
2024
Q3 		$1.65M Sell
7,399
-104
-1% -$23.1K 0.31% 48
2024
Q2 		$1.58M Buy
7,503
+44
+0.6% +$9.04K 0.36% 42
2024
Q1 		$1.54M Buy
+7,459
New +$1.49M 0.35% 39

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Matrix Trust Company's MRSH Position: Q3 2025 in Review

Matrix Trust Company sold out of Marsh (MRSH) in Q3 2025, closing a stake of 7,654 shares — an estimated $1.67M sold.

Matrix Trust Company first reported a position in MRSH in Q1 2024 and held it in 6 quarters. The position peaked at $1.87M in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Matrix Trust Company reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Matrix Trust Company sold 7,654 Marsh shares in Q3 2025, an estimated $1.67M.
  • Matrix Trust Company first reported a position in Marsh in Q1 2024 and held it in 6 quarters.
  • Matrix Trust Company's Marsh position peaked at $1.87M in Q1 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Matrix Trust Company's 13F filing for Q3 2025, filed 14 Oct 2025.