Nicolet Advisory Services’s Marsh MRSH Stock Holding History

Nicolet Advisory Services’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	$718K	Buy	3,868 +281	+8%	+$52.5K	0.05%	186
2025 Q3	$731K	Buy	3,587 +666	+23%	+$137K	0.06%	172
2025 Q2	$578K	Sell	2,921 -283	-9%	-$63.9K	0.05%	195
2025 Q1	$733K	Sell	3,204 -89	-3%	-$20.2K	0.07%	152
2024 Q4	$689K	Buy	3,293 +364	+12%	+$80.8K	0.06%	158
2024 Q3	$650K	Buy	2,929 +78	+3%	+$17.3K	0.06%	165
2024 Q2	$613K	Buy	2,851 +689	+32%	+$142K	0.06%	158
2024 Q1	$442K	Buy	2,162 +145	+7%	+$28.9K	0.04%	203
2023 Q4	$385K	Sell	2,017 -218	-10%	-$42.1K	0.04%	202
2023 Q3	$427K	Buy	2,235 +681	+44%	+$131K	0.05%	175
2023 Q2	$289K	Buy	1,554 +86	+6%	+$15.3K	0.03%	237
2023 Q1	$249K	Buy	+1,468	New	+$245K	0.03%	238

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nicolet Advisory Services's MRSH Position: Q4 2025 in Review

Nicolet Advisory Services increased its Marsh (MRSH) stake by 7.8% in Q4 2025, buying an estimated $52.5K and bringing the position to 3,868 shares worth $718K. The position accounts for 0.05% of the portfolio, ranked #186.

Nicolet Advisory Services first reported a position in MRSH in Q1 2023 and has held it in 12 quarters since. The position peaked at $733K in Q1 2025. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

Nicolet Advisory Services held 3,868 shares of Marsh worth $718K as of Q4 2025.
Nicolet Advisory Services bought 281 Marsh shares in Q4 2025, an estimated $52.5K.
Marsh made up 0.05% of Nicolet Advisory Services's portfolio in Q4 2025, its #186 holding.
Nicolet Advisory Services first reported a position in Marsh in Q1 2023 and has held it in 12 quarters since.
Nicolet Advisory Services's Marsh position peaked at $733K in Q1 2025.
1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.