MIC
MRSH

Means Investment Company’s Marsh MRSH Stock Holding History

Means Investment 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
-1,020
Closed -$223K – 194
2025
Q2 		$223K Buy
1,020
+1
+0.1% +$226 0.02% 185
2025
Q1 		$249K Sell
1,019
-3
-0.3% -$681 0.03% 175
2024
Q4 		$217K Buy
1,022
+1
+0.1% +$222 0.02% 196
2024
Q3 		$228K Buy
1,021
+1
+0.1% +$222 0.03% 190
2024
Q2 		$215K Buy
1,020
+1
+0.1% +$205 0.03% 187
2024
Q1 		$210K Buy
+1,019
New +$203K 0.03% 192

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Means Investment Company's MRSH Position: Q3 2025 in Review

Means Investment Company sold out of Marsh (MRSH) in Q3 2025, closing a stake of 1,020 shares — an estimated $223K sold.

Means Investment Company first reported a position in MRSH in Q1 2024 and held it in 6 quarters. The position peaked at $249K in Q1 2025. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Means Investment Company reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Means Investment Company sold 1,020 Marsh shares in Q3 2025, an estimated $223K.
  • Means Investment Company first reported a position in Marsh in Q1 2024 and held it in 6 quarters.
  • Means Investment Company's Marsh position peaked at $249K in Q1 2025.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Means Investment Company's 13F filing for Q3 2025, filed 6 Nov 2025.