North Capital’s Marsh MRSH Stock Holding History

North 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 Q4	–	Sell	-76	Closed	-$15.3K	–	463
2025 Q3	$15.3K	Buy	76 +1	+1%	+$206	0.01%	339
2025 Q2	$16.4K	Hold	75	–	–	0.01%	324
2025 Q1	$18.3K	Buy	+75	New	+$17K	0.02%	300

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

North Capital's MRSH Position: Q4 2025 in Review

North Capital sold out of Marsh (MRSH) in Q4 2025, closing a stake of 76 shares — an estimated $15.3K sold.

North Capital first reported a position in MRSH in Q1 2025 and held it in 3 quarters. The position peaked at $18.3K in Q1 2025. 1,593 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

North Capital reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
North Capital sold 76 Marsh shares in Q4 2025, an estimated $15.3K.
North Capital first reported a position in Marsh in Q1 2025 and held it in 3 quarters.
North Capital's Marsh position peaked at $18.3K in Q1 2025.
1,593 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.