MAM
MRSH

McLean Asset Management’s Marsh MRSH Stock Holding History

McLean Asset Management’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
-994
Closed -$200K – 175
2025
Q3 		$200K Sell
994
-33
-3% -$6.79K 0.04% 168
2025
Q2 		$218K Buy
1,027
+21
+2% +$4.74K 0.06% 156
2025
Q1 		$222K Buy
1,006
+30
+3% +$6.81K 0.07% 137
2024
Q4 		$207K Buy
976
+7
+0.7% +$1.55K 0.06% 151
2024
Q3 		$215K Sell
969
-3
-0.3% -$666 0.06% 154
2024
Q2 		$209K Buy
+972
New +$200K 0.07% 148

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

McLean Asset Management's MRSH Position: Q4 2025 in Review

McLean Asset Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 994 shares — an estimated $200K sold.

McLean Asset Management first reported a position in MRSH in Q2 2024 and held it in 6 quarters. The position peaked at $222K in Q1 2025. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • McLean Asset Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • McLean Asset Management sold 994 Marsh shares in Q4 2025, an estimated $200K.
  • McLean Asset Management first reported a position in Marsh in Q2 2024 and held it in 6 quarters.
  • McLean Asset Management's Marsh position peaked at $222K in Q1 2025.
  • 1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on McLean Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.