Narus Financial Partners’s Marsh MRSH Stock Holding History

Narus Financial Partners’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	-895	Closed	-$218K	–	160
2025 Q1	$218K	Buy	+895	New	+$203K	0.07%	142
2019 Q4	$250K	Sell	2,248 -602	-21%	-$62.9K	0.18%	64
2019 Q3	$285K	Hold	2,850	–	–	0.21%	56
2019 Q2	$284K	Buy	+2,850	New	+$273K	0.22%	53
2017 Q3	$465K	Buy	5,550 +200	+4%	+$15.9K	0.41%	38
2017 Q2	$417K	Hold	5,350	–	–	0.39%	37
2017 Q1	$395K	Hold	5,350	–	–	0.38%	36
2016 Q4	$362K	Buy	+5,350	New	+$359K	0.38%	39

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Narus Financial Partners's MRSH Position: Q2 2025 in Review

Narus Financial Partners sold out of Marsh (MRSH) in Q2 2025, closing a stake of 895 shares — an estimated $218K sold.

Narus Financial Partners first reported a position in MRSH in Q4 2016 and held it in 8 quarters. The position peaked at $465K in Q3 2017. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

Narus Financial Partners reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
Narus Financial Partners sold 895 Marsh shares in Q2 2025, an estimated $218K.
Narus Financial Partners first reported a position in Marsh in Q4 2016 and held it in 8 quarters.
Narus Financial Partners's Marsh position peaked at $465K in Q3 2017.
1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Narus Financial Partners's 13F filing for Q2 2025, filed 14 Jul 2025.