PA
MRSH

Prossimo Advisors’s Marsh MRSH Stock Holding History

Prossimo 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
Q3 		– Sell
-1,470
Closed -$321K – 84
2025
Q2 		$321K Sell
1,470
-469
-24% -$106K 0.26% 96
2025
Q1 		$473K Buy
1,939
+29
+2% +$6.58K 0.36% 90
2024
Q4 		$406K Buy
1,910
+83
+5% +$18.4K 0.29% 102
2024
Q3 		$408K Buy
1,827
+95
+5% +$21.1K 0.3% 105
2024
Q2 		$365K Buy
+1,732
New +$356K 0.33% 92

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prossimo Advisors's MRSH Position: Q3 2025 in Review

Prossimo Advisors sold out of Marsh (MRSH) in Q3 2025, closing a stake of 1,470 shares — an estimated $321K sold.

Prossimo Advisors first reported a position in MRSH in Q2 2024 and held it in 5 quarters. The position peaked at $473K in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Prossimo Advisors reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 1,470 Marsh shares in Q3 2025, an estimated $321K.
  • Prossimo Advisors first reported a position in Marsh in Q2 2024 and held it in 5 quarters.
  • Prossimo Advisors's Marsh position peaked at $473K in Q1 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.