PDL
MRSH

Portfolio Design Labs’s Marsh MRSH Stock Holding History

Portfolio Design Labs’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
Q2 		– Sell
-1,850
Closed -$451K – 178
2025
Q1 		$451K Buy
1,850
+721
+64% +$164K 0.09% 129
2024
Q4 		$240K Buy
1,129
+174
+18% +$38.6K 0.05% 173
2024
Q3 		$213K Sell
955
-942
-50% -$209K 0.06% 134
2024
Q2 		$400K Buy
1,897
+68
+4% +$14K 0.12% 87
2024
Q1 		$377K Sell
1,829
-4,106
-69% -$818K 0.13% 93
2023
Q4 		$1.12M Buy
+5,935
New +$1.15M 0.43% 63

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Portfolio Design Labs's MRSH Position: Q2 2025 in Review

Portfolio Design Labs sold out of Marsh (MRSH) in Q2 2025, closing a stake of 1,850 shares — an estimated $451K sold.

Portfolio Design Labs first reported a position in MRSH in Q4 2023 and held it in 6 quarters. The position peaked at $1.12M in Q4 2023. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Portfolio Design Labs reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Portfolio Design Labs sold 1,850 Marsh shares in Q2 2025, an estimated $451K.
  • Portfolio Design Labs first reported a position in Marsh in Q4 2023 and held it in 6 quarters.
  • Portfolio Design Labs's Marsh position peaked at $1.12M in Q4 2023.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Portfolio Design Labs's 13F filing for Q2 2025, filed 13 Aug 2025.