ORG Partners’s Marsh MRSH Stock Holding History

ORG Partners’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	$64.6K	Buy	348 +37	+12%	+$6.92K	0.01%	532
2025 Q3	$62.7K	Sell	311 -152	-33%	-$31.3K	0.01%	540
2025 Q2	$101K	Sell	463 -190	-29%	-$42.9K	0.02%	429
2025 Q1	$159K	Sell	653 -1,054	-62%	-$239K	0.04%	308
2024 Q4	$363K	Buy	1,707 +343	+25%	+$76.1K	0.05%	227
2024 Q3	$304K	Sell	1,364 -65	-5%	-$14.4K	0.05%	229
2024 Q2	$300K	Buy	1,429 +1,426	+47,533%	+$293K	0.04%	329
2024 Q1	$611	Sell	3 -1,377	-100%	-$274K	﹤0.01%	478
2023 Q4	$261K	Buy	1,380 +16	+1%	+$3.09K	0.04%	264
2023 Q3	$260K	Buy	+1,364	New	+$261K	0.08%	248

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ORG Partners's MRSH Position: Q4 2025 in Review

ORG Partners increased its Marsh (MRSH) stake by 12% in Q4 2025, buying an estimated $6.92K and bringing the position to 348 shares worth $64.6K. The position accounts for 0.01% of the portfolio, ranked #532.

ORG Partners first reported a position in MRSH in Q3 2023 and has held it in 10 quarters since. The position peaked at $363K in Q4 2024. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

ORG Partners held 348 shares of Marsh worth $64.6K as of Q4 2025.
ORG Partners bought 37 Marsh shares in Q4 2025, an estimated $6.92K.
Marsh made up 0.01% of ORG Partners's portfolio in Q4 2025, its #532 holding.
ORG Partners first reported a position in Marsh in Q3 2023 and has held it in 10 quarters since.
ORG Partners's Marsh position peaked at $363K in Q4 2024.
1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.