PCA
MRSH

Private Capital Advisors’s Marsh MRSH Stock Holding History

Private Capital Advisors’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
-82,807
Closed -$17.6M – 82
2024
Q4 		$17.6M Sell
82,807
-1,648
-2% -$366K 2.09% 8
2024
Q3 		$18.8M Sell
84,455
-677
-0.8% -$150K 2.06% 9
2024
Q2 		$17.9M Sell
85,132
-2,990
-3% -$614K 2% 8
2024
Q1 		$18.2M Buy
+88,122
New +$17.6M 2.26% 6

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

Private Capital Advisors's MRSH Position: Q1 2025 in Review

Private Capital Advisors sold out of Marsh (MRSH) in Q1 2025, closing a stake of 82,807 shares — an estimated $17.6M sold.

Private Capital Advisors first reported a position in MRSH in Q1 2024 and held it in 4 quarters. The position peaked at $18.8M in Q3 2024. 1,627 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Private Capital Advisors reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Private Capital Advisors sold 82,807 Marsh shares in Q1 2025, an estimated $17.6M.
  • Private Capital Advisors first reported a position in Marsh in Q1 2024 and held it in 4 quarters.
  • Private Capital Advisors's Marsh position peaked at $18.8M in Q3 2024.
  • 1,627 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Private Capital Advisors's 13F filing for Q1 2025, filed 2 May 2025.