OCM
MRSH

One Capital Management’s Marsh MRSH Stock Holding History

One 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
-999
Closed -$218K – 501
2025
Q2 		$218K Buy
999
+117
+13% +$26.4K 0.01% 441
2025
Q1 		$215K Buy
+882
New +$200K 0.01% 387

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

One Capital Management sold out of Marsh (MRSH) in Q3 2025, closing a stake of 999 shares — an estimated $218K sold.

One Capital Management first reported a position in MRSH in Q1 2025 and held it in 2 quarters. The position peaked at $218K in Q2 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • One Capital Management reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • One Capital Management sold 999 Marsh shares in Q3 2025, an estimated $218K.
  • One Capital Management first reported a position in Marsh in Q1 2025 and held it in 2 quarters.
  • One Capital Management's Marsh position peaked at $218K in Q2 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on One Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.