OPS
MRSH

Orion Portfolio Solutions’s Marsh MRSH Stock Holding History

Orion Portfolio Solutions’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
Q1 		$13.4M Buy
55,104
+2,060
+4% +$467K 0.13% 138
2024
Q4 		$11.3M Sell
53,044
-209
-0.4% -$46.4K 0.11% 167
2024
Q3 		$11.9M Sell
53,253
-2,693
-5% -$598K 0.12% 166
2024
Q2 		$11.8M Sell
55,946
-1,071
-2% -$220K 0.12% 155
2024
Q1 		$11.7M Sell
57,017
-1,853
-3% -$369K 0.13% 165
2023
Q4 		$11.3M Sell
58,870
-1,355
-2% -$262K 0.13% 160
2023
Q3 		$11.5M Sell
60,225
-4,697
-7% -$900K 0.14% 150
2023
Q2 		$12.2M Buy
64,922
+1,833
+3% +$325K 0.13% 152
2023
Q1 		$3.47M Buy
63,089
+51,799
+459% +$8.63M 0.04% 371
2022
Q4 		$1.87M Buy
11,290
+1,682
+18% +$275K 0.07% 203
2022
Q3 		$1.43M Buy
9,608
+2,504
+35% +$402K 0.06% 200
2022
Q2 		$1.1M Buy
7,104
+1,599
+29% +$256K 0.04% 237
2022
Q1 		$938K Sell
5,505
-172
-3% -$27.1K 0.03% 273
2021
Q4 		$987K Buy
5,677
+691
+14% +$115K 0.03% 272
2021
Q3 		$755K Buy
4,986
+333
+7% +$50.4K 0.03% 306
2021
Q2 		$655K Buy
4,653
+138
+3% +$18.5K 0.03% 308
2021
Q1 		$550K Buy
4,515
+479
+12% +$55.2K 0.02% 302
2020
Q4 		$472K Buy
4,036
+321
+9% +$36.5K 0.02% 304
2020
Q3 		$426K Buy
3,715
+1,861
+100% +$213K 0.02% 294
2020
Q2 		$199K Buy
1,854
+483
+35% +$48.9K 0.01% 406
2020
Q1 		$119K Buy
1,371
+318
+30% +$33.9K 0.01% 415
2019
Q4 		$117K Buy
+1,053
New +$110K 0.01% 391

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Orion Portfolio Solutions's MRSH Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Marsh (MRSH) stake by 3.9% in Q1 2025, buying an estimated $467K and bringing the position to 55,104 shares worth $13.4M. The position accounts for 0.13% of the portfolio, ranked #138.

Orion Portfolio Solutions first reported a position in MRSH in Q4 2019 and has held it in 22 quarters since. 1,623 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Orion Portfolio Solutions held 55,104 shares of Marsh worth $13.4M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,060 Marsh shares in Q1 2025, an estimated $467K.
  • Marsh made up 0.13% of Orion Portfolio Solutions's portfolio in Q1 2025, its #138 holding.
  • Orion Portfolio Solutions first reported a position in Marsh in Q4 2019 and has held it in 22 quarters since.
  • 1,623 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.