Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,824
Closed -$368K 139
2025
Q3
$368K Sell
1,824
-102
-5% -$21K 0.04% 88
2025
Q2
$421K Hold
1,926
0.05% 83
2025
Q1
$470K Buy
1,926
+48
+3% +$10.9K 0.06% 81
2024
Q4
$399K Sell
1,878
-413
-18% -$91.6K 0.05% 81
2024
Q3
$511K Buy
2,291
+146
+7% +$32.4K 0.06% 76
2024
Q2
$452K Sell
2,145
-79
-4% -$16.2K 0.06% 80
2024
Q1
$458K Sell
2,224
-315
-12% -$62.8K 0.07% 80
2023
Q4
$481K Sell
2,539
-31
-1% -$5.99K 0.08% 74
2023
Q3
$489K Sell
2,570
-504
-16% -$96.6K 0.09% 68
2023
Q2
$578K Sell
3,074
-17
-0.5% -$3.02K 0.1% 67
2023
Q1
$515K Sell
3,091
-28
-0.9% -$4.67K 0.09% 69
2022
Q4
$516K Sell
3,119
-120
-4% -$19.6K 0.1% 71
2022
Q3
$484K Hold
3,239
0.1% 64
2022
Q2
$503K Hold
3,239
0.1% 65
2022
Q1
$552K Hold
3,239
0.11% 70
2021
Q4
$563K Hold
3,239
0.12% 62
2021
Q3
$490K Sell
3,239
-1,100
-25% -$166K 0.11% 61
2021
Q2
$610K Sell
4,339
-421
-9% -$56.4K 0.14% 62
2021
Q1
$580K Sell
4,760
-880
-16% -$101K 0.14% 66
2020
Q4
$660K Hold
5,640
0.17% 61
2020
Q3
$647K Sell
5,640
-930
-14% -$107K 0.19% 58
2020
Q2
$705K Sell
6,570
-75
-1% -$7.59K 0.22% 57
2020
Q1
$575K Sell
6,645
-911
-12% -$97.1K 0.2% 60
2019
Q4
$842K Sell
7,556
-29
-0.4% -$3.03K 0.25% 54
2019
Q3
$759K Hold
7,585
0.23% 56
2019
Q2
$757K Buy
7,585
+1,180
+18% +$113K 0.23% 53
2019
Q1
$601K Hold
6,405
0.16% 136
2018
Q4
$511K Hold
6,405
0.11% 142
2018
Q3
$530K Sell
6,405
-570
-8% -$48.3K 0.12% 145
2018
Q2
$572K Buy
6,975
+1,700
+32% +$139K 0.14% 127
2018
Q1
$436K Hold
5,275
0.11% 148
2017
Q4
$429K Hold
5,275
0.09% 156
2017
Q3
$442K Buy
5,275
+1,535
+41% +$122K 0.1% 150
2017
Q2
$292K Buy
+3,740
New +$282K 0.06% 158
2015
Q4
Sell
-8,390
Closed -$438K 261
2015
Q3
$438K Hold
8,390
0.07% 176
2015
Q2
$476K Sell
8,390
-590
-7% -$34.1K 0.07% 172
2015
Q1
$504K Buy
8,980
+3,060
+52% +$173K 0.08% 159
2014
Q4
$339K Hold
5,920
0.05% 192
2014
Q3
$310K Hold
5,920
0.04% 210
2014
Q2
$307K Buy
+5,920
New +$294K 0.02% 197

Other funds holding MRSH

Opus Capital Group's MRSH Position: Q4 2025 in Review

Opus Capital Group sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,824 shares — an estimated $368K sold.

Opus Capital Group first reported a position in MRSH in Q2 2014 and held it in 40 quarters. The position peaked at $842K in Q4 2019. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Opus Capital Group reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Opus Capital Group sold 1,824 Marsh shares in Q4 2025, an estimated $368K.
  • Opus Capital Group first reported a position in Marsh in Q2 2014 and held it in 40 quarters.
  • Opus Capital Group's Marsh position peaked at $842K in Q4 2019.
  • 1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Opus Capital Group's 13F filing for Q4 2025, filed 30 Jan 2026.