NC
MRSH

Napatree Capital’s Marsh MRSH Stock Holding History

Napatree Capital’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
Q1 		$954K Buy
3,911
+173
+5% +$39.3K 0.54% 53
2024
Q4 		$794K Buy
3,738
+135
+4% +$29.9K 0.47% 59
2024
Q3 		$804K Buy
3,603
+334
+10% +$74.1K 0.56% 50
2024
Q2 		$689K Buy
+3,269
New +$672K 0.56% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Napatree Capital's MRSH Position: Q1 2025 in Review

Napatree Capital increased its Marsh (MRSH) stake by 4.6% in Q1 2025, buying an estimated $39.3K and bringing the position to 3,911 shares worth $954K. The position accounts for 0.54% of the portfolio, ranked #53.

Napatree Capital first reported a position in MRSH in Q2 2024 and has held it in 4 quarters since. 1,623 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Napatree Capital held 3,911 shares of Marsh worth $954K as of Q1 2025.
  • Napatree Capital bought 173 Marsh shares in Q1 2025, an estimated $39.3K.
  • Marsh made up 0.54% of Napatree Capital's portfolio in Q1 2025, its #53 holding.
  • Napatree Capital first reported a position in Marsh in Q2 2024 and has held it in 4 quarters since.
  • 1,623 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.