ORI
MRSH

Oak Ridge Investments’s Marsh MRSH Stock Holding History

Oak Ridge Investments’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
-32,841
Closed -$6.62M – 193
2025
Q3 		$6.62M Sell
32,841
-16
-0% -$3.29K 0.43% 45
2025
Q2 		$7.18M Buy
32,857
+407
+1% +$91.9K 0.52% 41
2025
Q1 		$7.92M Buy
32,450
+1,801
+6% +$409K 0.66% 31
2024
Q4 		$6.51M Buy
30,649
+1,701
+6% +$377K 0.51% 39
2024
Q3 		$6.46M Buy
28,948
+2,033
+8% +$451K 0.56% 38
2024
Q2 		$5.67M Buy
26,915
+1,433
+6% +$294K 0.54% 38
2024
Q1 		$5.25M Buy
25,482
+887
+4% +$177K 0.53% 51
2023
Q4 		$4.66M Buy
24,595
+642
+3% +$124K 0.54% 54
2023
Q3 		$4.56M Buy
23,953
+650
+3% +$125K 0.58% 56
2023
Q2 		$4.38M Sell
23,303
-238
-1% -$42.2K 0.54% 61
2023
Q1 		$3.92M Sell
23,541
-200
-0.8% -$33.3K 0.53% 66
2022
Q4 		$3.93M Buy
23,741
+892
+4% +$146K 0.59% 59
2022
Q3 		$3.41M Sell
22,849
-498
-2% -$79.9K 0.52% 66
2022
Q2 		$3.63M Sell
23,347
-721
-3% -$116K 0.53% 61
2022
Q1 		$4.1M Sell
24,068
-401
-2% -$63.2K 0.46% 68
2021
Q4 		$4.25M Sell
24,469
-368
-1% -$61.1K 0.36% 86
2021
Q3 		$3.76M Sell
24,837
-617
-2% -$93.3K 0.33% 96
2021
Q2 		$3.58M Sell
25,454
-505
-2% -$67.7K 0.31% 103
2021
Q1 		$3.16M Buy
25,959
+119
+0.5% +$13.7K 0.29% 105
2020
Q4 		$3.02M Sell
25,840
-11,697
-31% -$1.33M 0.27% 111
2020
Q3 		$4.3M Buy
37,537
+372
+1% +$42.6K 0.34% 100
2020
Q2 		$3.99M Sell
37,165
-790
-2% -$80K 0.33% 97
2020
Q1 		$3.28M Sell
37,955
-3,825
-9% -$408K 0.34% 97
2019
Q4 		$4.66M Buy
+41,780
New +$4.36M 0.34% 97

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Oak Ridge Investments's MRSH Position: Q4 2025 in Review

Oak Ridge Investments sold out of Marsh (MRSH) in Q4 2025, closing a stake of 32,841 shares — an estimated $6.62M sold.

Oak Ridge Investments first reported a position in MRSH in Q4 2019 and held it in 24 quarters. The position peaked at $7.92M in Q1 2025. 1,593 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Oak Ridge Investments reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Oak Ridge Investments sold 32,841 Marsh shares in Q4 2025, an estimated $6.62M.
  • Oak Ridge Investments first reported a position in Marsh in Q4 2019 and held it in 24 quarters.
  • Oak Ridge Investments's Marsh position peaked at $7.92M in Q1 2025.
  • 1,593 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Oak Ridge Investments's 13F filing for Q4 2025, filed 23 Jan 2026.