NCM
MRSH

Northwest Capital Management’s Marsh MRSH Stock Holding History

Northwest Capital Management’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
Q3 		– Sell
-48
Closed -$10.5K – 302
2025
Q2 		$10.5K Sell
48
-10
-17% -$2.26K 0.01% 268
2025
Q1 		$14.2K Hold
58
– – 0.01% 282
2024
Q4 		$12.3K Hold
58
– – 0.01% 294
2024
Q3 		$12.9K Hold
58
– – ﹤0.01% 305
2024
Q2 		$12.2K Hold
58
– – ﹤0.01% 303
2024
Q1 		$11.9K Hold
58
– – ﹤0.01% 372
2023
Q4 		$11K Buy
58
+10
+21% +$1.93K ﹤0.01% 367
2023
Q3 		$9.13K Hold
48
– – ﹤0.01% 371
2023
Q2 		$9.03K Buy
+48
New +$8.52K ﹤0.01% 385

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northwest Capital Management's MRSH Position: Q3 2025 in Review

Northwest Capital Management sold out of Marsh (MRSH) in Q3 2025, closing a stake of 48 shares — an estimated $10.5K sold.

Northwest Capital Management first reported a position in MRSH in Q2 2023 and held it in 9 quarters. The position peaked at $14.2K in Q1 2025. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Northwest Capital Management reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Northwest Capital Management sold 48 Marsh shares in Q3 2025, an estimated $10.5K.
  • Northwest Capital Management first reported a position in Marsh in Q2 2023 and held it in 9 quarters.
  • Northwest Capital Management's Marsh position peaked at $14.2K in Q1 2025.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.