NICM
MRSH

Neo Ivy Capital Management’s Marsh MRSH Stock Holding History

Neo Ivy Capital Management’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
-7,936
Closed -$1.6M – 464
2025
Q3 		$1.6M Buy
7,936
+4,426
+126% +$910K 0.39% 94
2025
Q2 		$767K Buy
+3,510
New +$792K 0.24% 151
2025
Q1 		– Sell
-17,544
Closed -$3.73M – 374
2024
Q4 		$3.73M Buy
17,544
+14,880
+559% +$3.3M 0.75% 30
2024
Q3 		$594K Buy
+2,664
New +$591K 0.19% 179
2023
Q4 		$950K Buy
+5,015
New +$969K 2.12% 9
2023
Q3 		– Sell
-2,544
Closed -$478K – 402
2023
Q2 		$478K Buy
+2,544
New +$451K 0.25% 133
2022
Q4 		– Sell
-2,290
Closed -$342K – 476
2022
Q3 		$342K Buy
+2,290
New +$367K 0.9% 19
2022
Q2 		– Sell
-3,582
Closed -$610K – 537
2022
Q1 		$610K Buy
+3,582
New +$565K 0.55% 37
2021
Q4 		– Sell
-3,817
Closed -$410K – 560
2021
Q3 		$410K Buy
+3,817
New +$577K 0.47% 74
2021
Q1 		– Sell
-7,096
Closed -$830K – 578
2020
Q4 		$830K Buy
+7,096
New +$806K 0.92% 12
2020
Q3 		– Sell
-3,817
Closed -$410K – 558
2020
Q2 		$410K Buy
3,817
+2,214
+138% +$224K 0.47% 74
2020
Q1 		$139K Buy
+1,603
New +$171K 0.23% 181

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Neo Ivy Capital Management's MRSH Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 7,936 shares — an estimated $1.6M sold.

Neo Ivy Capital Management first reported a position in MRSH in Q1 2020 and held it in 12 quarters. The position peaked at $3.73M in Q4 2024. 1,588 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Neo Ivy Capital Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 7,936 Marsh shares in Q4 2025, an estimated $1.6M.
  • Neo Ivy Capital Management first reported a position in Marsh in Q1 2020 and held it in 12 quarters.
  • Neo Ivy Capital Management's Marsh position peaked at $3.73M in Q4 2024.
  • 1,588 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.