NFC
MRSH

Northeast Financial Consultants’s Marsh MRSH Stock Holding History

Northeast Financial Consultants’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 		$331K Hold
1,514
– – 0.01% 240
2025
Q1 		$369K Hold
1,514
– – 0.02% 224
2024
Q4 		$322K Hold
1,514
– – 0.01% 238
2024
Q3 		$338K Buy
1,514
+14
+0.9% +$3.11K 0.01% 230
2024
Q2 		$316K Sell
1,500
-1,060
-41% -$218K 0.01% 225
2024
Q1 		$527K Hold
2,560
– – 0.03% 186
2023
Q4 		$485K Hold
2,560
– – 0.03% 187
2023
Q3 		$487K Hold
2,560
– – 0.03% 181
2023
Q2 		$481K Buy
2,560
+100
+4% +$17.7K 0.03% 186
2023
Q1 		$410K Sell
2,460
-100
-4% -$16.7K 0.03% 216
2022
Q4 		$424K Hold
2,560
– – 0.03% 209
2022
Q3 		$382K Buy
2,560
+1,050
+70% +$168K 0.03% 228
2022
Q2 		$234K Sell
1,510
-92
-6% -$14.7K 0.02% 293
2022
Q1 		$273K Buy
1,602
+92
+6% +$14.5K 0.02% 318
2021
Q4 		$262K Sell
1,510
-45
-3% -$7.47K 0.02% 301
2021
Q3 		$235K Hold
1,555
– – 0.02% 313
2021
Q2 		$219K Buy
+1,555
New +$208K 0.01% 329

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

Northeast Financial Consultants's MRSH Position: Q2 2025 in Review

Northeast Financial Consultants held its Marsh (MRSH) position steady in Q2 2025 at 1,514 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #240.

Northeast Financial Consultants first reported a position in MRSH in Q2 2021 and has held it in 17 quarters since. The position peaked at $527K in Q1 2024. 1,606 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Northeast Financial Consultants held 1,514 shares of Marsh worth $331K as of Q2 2025.
  • Northeast Financial Consultants left its Marsh share count unchanged in Q2 2025.
  • Marsh made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #240 holding.
  • Northeast Financial Consultants first reported a position in Marsh in Q2 2021 and has held it in 17 quarters since.
  • Northeast Financial Consultants's Marsh position peaked at $527K in Q1 2024.
  • 1,606 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.