NAG
MRSH

Northstar Advisory Group’s Marsh MRSH Stock Holding History

Northstar Advisory Group’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
-2,665
Closed -$537K – 125
2025
Q3 		$537K Buy
+2,665
New +$548K 0.22% 75
2021
Q1 		– Sell
-1,736
Closed -$203K – 113
2020
Q4 		$203K Buy
+1,736
New +$197K 0.17% 105

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northstar Advisory Group's MRSH Position: Q4 2025 in Review

Northstar Advisory Group sold out of Marsh (MRSH) in Q4 2025, closing a stake of 2,665 shares — an estimated $537K sold.

Northstar Advisory Group first reported a position in MRSH in Q4 2020 and held it in 2 quarters. The position peaked at $537K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Northstar Advisory Group reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Northstar Advisory Group sold 2,665 Marsh shares in Q4 2025, an estimated $537K.
  • Northstar Advisory Group first reported a position in Marsh in Q4 2020 and held it in 2 quarters.
  • Northstar Advisory Group's Marsh position peaked at $537K in Q3 2025.
  • 1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Northstar Advisory Group's 13F filing for Q4 2025, filed 15 Jan 2026.