PCM
MRSH

Prana Capital Management’s Marsh MRSH Stock Holding History

Prana 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
Q1 		– Sell
-13,562
Closed -$2.88M – 115
2024
Q4 		$2.88M Buy
+13,562
New +$3.01M 0.14% 77
2022
Q2 		– Sell
-42,675
Closed -$7.27M – 101
2022
Q1 		$7.27M Buy
+42,675
New +$6.73M 0.58% 42
2020
Q2 		– Sell
-98,121
Closed -$8.48M – 62
2020
Q1 		$8.48M Buy
+98,121
New +$10.5M 2.47% 17

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Prana Capital Management's MRSH Position: Q1 2025 in Review

Prana Capital Management sold out of Marsh (MRSH) in Q1 2025, closing a stake of 13,562 shares — an estimated $2.88M sold.

Prana Capital Management first reported a position in MRSH in Q1 2020 and held it in 3 quarters. The position peaked at $8.48M in Q1 2020. 1,627 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Prana Capital Management reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Prana Capital Management sold 13,562 Marsh shares in Q1 2025, an estimated $2.88M.
  • Prana Capital Management first reported a position in Marsh in Q1 2020 and held it in 3 quarters.
  • Prana Capital Management's Marsh position peaked at $8.48M in Q1 2020.
  • 1,627 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Prana Capital Management's 13F filing for Q1 2025, filed 15 May 2025.