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Naples Global Advisors’s Marsh MRSH Stock Holding History

Naples Global Advisors’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
-1,068
Closed -$215K – 445
2025
Q3 		$215K Buy
+1,068
New +$220K 0.02% 425

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Naples Global Advisors's MRSH Position: Q4 2025 in Review

Naples Global Advisors sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,068 shares — an estimated $215K sold.

Naples Global Advisors first reported a position in MRSH in Q3 2025 and held it in 1 quarter. The position peaked at $215K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Naples Global Advisors reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Naples Global Advisors sold 1,068 Marsh shares in Q4 2025, an estimated $215K.
  • Naples Global Advisors first reported a position in Marsh in Q3 2025 and held it in 1 quarter.
  • Naples Global Advisors's Marsh position peaked at $215K in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Naples Global Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.