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NewSquare Capital’s Marsh MRSH Stock Holding History

NewSquare 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
Q3 		– Sell
-240
Closed -$52.5K – 813
2025
Q2 		$52.5K Buy
240
+77
+47% +$17.4K ﹤0.01% 284
2025
Q1 		$39.8K Buy
163
+151
+1,258% +$34.3K ﹤0.01% 260
2024
Q4 		$2.55K Buy
+12
New +$2.66K ﹤0.01% 489
2023
Q4 		– Sell
-226
Closed -$43K – 585
2023
Q3 		$43K Buy
226
+37
+20% +$7.09K ﹤0.01% 200
2023
Q2 		$35.5K Hold
189
– – ﹤0.01% 215
2023
Q1 		$31.5K Buy
189
+12
+7% +$2K ﹤0.01% 222
2022
Q4 		$29.3K Sell
177
-12
-6% -$1.96K ﹤0.01% 195
2022
Q3 		$28K Buy
189
+12
+7% +$1.93K ﹤0.01% 199
2022
Q2 		$27K Sell
177
-22,453
-99% -$3.6M ﹤0.01% 212
2022
Q1 		$3.86M Buy
22,630
+22,453
+12,685% +$3.54M 0.41% 77
2021
Q4 		$31K Hold
177
– – ﹤0.01% 218
2021
Q3 		$27K Hold
177
– – ﹤0.01% 219
2021
Q2 		$25K Buy
+177
New +$23.7K ﹤0.01% 221
2020
Q3 		– Sell
-15
Closed -$2K – 370
2020
Q2 		$2K Sell
15
-118
-89% -$11.9K ﹤0.01% 322
2020
Q1 		$11K Buy
+133
New +$14.2K ﹤0.01% 234
2019
Q3 		– Sell
-133
Closed -$13K – 322
2019
Q2 		$13K Hold
133
– – ﹤0.01% 242
2019
Q1 		$12K Hold
133
– – ﹤0.01% 230
2018
Q4 		$11K Hold
133
– – ﹤0.01% 220
2018
Q3 		$11K Hold
133
– – ﹤0.01% 241
2018
Q2 		$12K Hold
133
– – ﹤0.01% 231
2018
Q1 		$11K Hold
133
– – ﹤0.01% 224
2017
Q4 		$11K Hold
133
– – ﹤0.01% 226
2017
Q3 		$11K Hold
133
– – ﹤0.01% 206
2017
Q2 		$10K Hold
133
– – ﹤0.01% 196
2017
Q1 		$10K Hold
133
– – ﹤0.01% 198
2016
Q4 		$9K Hold
133
– – ﹤0.01% 217
2016
Q3 		$9K Buy
+133
New +$8.91K ﹤0.01% 263

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

NewSquare Capital's MRSH Position: Q3 2025 in Review

NewSquare Capital sold out of Marsh (MRSH) in Q3 2025, closing a stake of 240 shares — an estimated $52.5K sold.

NewSquare Capital first reported a position in MRSH in Q3 2016 and held it in 27 quarters. The position peaked at $3.86M in Q1 2022. 1,577 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • NewSquare Capital reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 240 Marsh shares in Q3 2025, an estimated $52.5K.
  • NewSquare Capital first reported a position in Marsh in Q3 2016 and held it in 27 quarters.
  • NewSquare Capital's Marsh position peaked at $3.86M in Q1 2022.
  • 1,577 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.