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Newbridge Financial Services Group’s Marsh MRSH Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-875
Closed -$191K – 1349
2025
Q2 		$191K Buy
875
+796
+1,008% +$180K 0.03% 300
2025
Q1 		$19.3K Sell
79
-14
-15% -$3.18K ﹤0.01% 553
2024
Q4 		$19.7K Hold
93
– – 0.01% 602
2024
Q3 		$20.7K Buy
93
+6
+7% +$1.33K 0.01% 356
2024
Q2 		$18.4K Hold
87
– – 0.01% 586
2024
Q1 		$18K Buy
+87
New +$17.3K 0.01% 628
2023
Q3 		– Sell
-197
Closed -$37K – 1366
2023
Q2 		$37K Buy
197
+1
+0.5% +$177 0.02% 526
2023
Q1 		$32.7K Sell
196
-10
-5% -$1.67K 0.02% 570
2022
Q4 		$34K Buy
206
+1
+0.5% +$164 0.02% 559
2022
Q3 		$31K Buy
205
+1
+0.5% +$160 0.02% 578
2022
Q2 		$32K Buy
204
+20
+11% +$3.21K 0.02% 511
2022
Q1 		$31K Sell
184
-8
-4% -$1.26K 0.02% 596
2021
Q4 		$33K Sell
192
-46
-19% -$7.64K 0.02% 586
2021
Q3 		$36K Buy
238
+5
+2% +$756 0.02% 504
2021
Q2 		$33K Buy
233
+5
+2% +$670 0.02% 577
2021
Q1 		$28K Buy
228
+118
+107% +$13.6K 0.02% 598
2020
Q4 		$13K Hold
110
– – 0.01% 653
2020
Q3 		$13K Buy
+110
New +$12.6K 0.01% 614

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Newbridge Financial Services Group's MRSH Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Marsh (MRSH) in Q3 2025, closing a stake of 875 shares — an estimated $191K sold.

Newbridge Financial Services Group first reported a position in MRSH in Q3 2020 and held it in 18 quarters. The position peaked at $191K in Q2 2025. 1,577 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 875 Marsh shares in Q3 2025, an estimated $191K.
  • Newbridge Financial Services Group first reported a position in Marsh in Q3 2020 and held it in 18 quarters.
  • Newbridge Financial Services Group's Marsh position peaked at $191K in Q2 2025.
  • 1,577 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.