MBI
MRSH

Montrusco Bolton Investments’s Marsh MRSH Stock Holding History

Montrusco Bolton 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
Q2 		– Sell
-823,645
Closed -$195M – 80
2025
Q1 		$195M Buy
823,645
+71,820
+10% +$16.3M 2.56% 18
2024
Q4 		$156M Sell
751,825
-579,432
-44% -$129M 1.89% 20
2024
Q3 		$292M Sell
1,331,257
-287,204
-18% -$63.8M 3.08% 15
2024
Q2 		$334M Sell
1,618,461
-90,462
-5% -$18.6M 3.5% 12
2024
Q1 		$345M Buy
1,708,923
+233,088
+16% +$46.5M 3.67% 12
2023
Q4 		$275M Buy
1,475,835
+566,675
+62% +$109M 3.41% 14
2023
Q3 		$168M Buy
909,160
+112,389
+14% +$21.5M 2.45% 19
2023
Q2 		$144M Buy
796,771
+18,505
+2% +$3.28M 2.23% 19
2023
Q1 		$124M Buy
778,266
+306,159
+65% +$51M 2.55% 16
2022
Q4 		$73.6M Buy
472,107
+47,236
+11% +$7.72M 1.71% 28
2022
Q3 		$61.7M Sell
424,871
-33,901
-7% -$5.44M 1.63% 29
2022
Q2 		$69.8M Sell
458,772
-102,550
-18% -$16.4M 1.86% 24
2022
Q1 		$93.8M Buy
561,322
+57,425
+11% +$9.05M 2.16% 25
2021
Q4 		$86.1M Buy
503,897
+171,926
+52% +$28.6M 2.03% 24
2021
Q3 		$49.4M Buy
+331,971
New +$50.2M 1.35% 29

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 $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Montrusco Bolton Investments's MRSH Position: Q2 2025 in Review

Montrusco Bolton Investments sold out of Marsh (MRSH) in Q2 2025, closing a stake of 823,645 shares — an estimated $195M sold.

Montrusco Bolton Investments first reported a position in MRSH in Q3 2021 and held it in 15 quarters. The position peaked at $345M in Q1 2024. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Montrusco Bolton Investments reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Montrusco Bolton Investments sold 823,645 Marsh shares in Q2 2025, an estimated $195M.
  • Montrusco Bolton Investments first reported a position in Marsh in Q3 2021 and held it in 15 quarters.
  • Montrusco Bolton Investments's Marsh position peaked at $345M in Q1 2024.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Montrusco Bolton Investments's 13F filing for Q2 2025, filed 25 Jul 2025.