Nancy E. Dempze’s Marsh MRSH Stock Holding History

Nancy E. Dempze’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	-1,210	Closed	-$244K	–	100
2025 Q3	$244K	Hold	1,210	–	–	0.13%	79
2025 Q2	$265K	Hold	1,210	–	–	0.15%	85
2025 Q1	$295K	Sell	1,210 -100	-8%	-$22.7K	0.18%	79
2024 Q4	$278K	Sell	1,310 -20	-2%	-$4.44K	0.16%	85
2024 Q3	$297K	Sell	1,330 -70	-5%	-$15.5K	0.17%	87
2024 Q2	$295K	Buy	1,400 +150	+12%	+$30.8K	0.2%	66
2024 Q1	$257K	Hold	1,250	–	–	0.2%	56
2023 Q4	$237K	Hold	1,250	–	–	0.2%	56
2023 Q3	$238K	Sell	1,250 -105	-8%	-$20.1K	0.21%	57
2023 Q2	$255K	Hold	1,355	–	–	0.22%	59
2023 Q1	$226K	Hold	1,355	–	–	0.21%	62
2022 Q4	$224K	Hold	1,355	–	–	0.22%	60
2022 Q3	$202K	Hold	1,355	–	–	0.22%	63
2022 Q2	$210K	Hold	1,355	–	–	0.21%	65
2022 Q1	$231K	Hold	1,355	–	–	0.17%	74
2021 Q4	$236K	Sell	1,355 -35	-3%	-$5.81K	0.16%	76
2021 Q3	$210K	Buy	+1,390	New	+$210K	0.16%	74

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nancy E. Dempze's MRSH Position: Q4 2025 in Review

Nancy E. Dempze sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,210 shares — an estimated $244K sold.

Nancy E. Dempze first reported a position in MRSH in Q3 2021 and held it in 17 quarters. The position peaked at $297K in Q3 2024. 1,593 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

Nancy E. Dempze reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
Nancy E. Dempze sold 1,210 Marsh shares in Q4 2025, an estimated $244K.
Nancy E. Dempze first reported a position in Marsh in Q3 2021 and held it in 17 quarters.
Nancy E. Dempze's Marsh position peaked at $297K in Q3 2024.
1,593 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Nancy E. Dempze's 13F filing for Q4 2025, filed 17 Feb 2026.