NHC
MRSH

Nicholas Hoffman & Company’s Marsh MRSH Stock Holding History

Nicholas Hoffman & Company’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
-899
Closed -$219K – 310
2025
Q1 		$219K Buy
+899
New +$204K 0.01% 274
2024
Q4 		– Sell
-898
Closed -$200K – 300
2024
Q3 		$200K Buy
+898
New +$199K 0.01% 281

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Nicholas Hoffman & Company's MRSH Position: Q2 2025 in Review

Nicholas Hoffman & Company sold out of Marsh (MRSH) in Q2 2025, closing a stake of 899 shares — an estimated $219K sold.

Nicholas Hoffman & Company first reported a position in MRSH in Q3 2024 and held it in 2 quarters. The position peaked at $219K in Q1 2025. 1,606 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Nicholas Hoffman & Company reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 899 Marsh shares in Q2 2025, an estimated $219K.
  • Nicholas Hoffman & Company first reported a position in Marsh in Q3 2024 and held it in 2 quarters.
  • Nicholas Hoffman & Company's Marsh position peaked at $219K in Q1 2025.
  • 1,606 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2025, filed 6 Aug 2025.