RWRC
MRSH

R.W. Roge & Company’s Marsh MRSH Stock Holding History

R.W. Roge & Company’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
Q4 		– Sell
-1,009
Closed -$203K – 64
2025
Q3 		$203K Buy
1,009
+9
+0.9% +$1.85K 0.1% 57
2025
Q2 		$218K Hold
1,000
– – 0.12% 51
2025
Q1 		$244K Hold
1,000
– – 0.13% 48
2024
Q4 		$212K Hold
1,000
– – 0.11% 48
2024
Q3 		$223K Hold
1,000
– – 0.12% 47
2024
Q2 		$210K Hold
1,000
– – 0.12% 44
2024
Q1 		$206K Buy
+1,000
New +$199K 0.12% 45

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

R.W. Roge & Company's MRSH Position: Q4 2025 in Review

R.W. Roge & Company sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,009 shares — an estimated $203K sold.

R.W. Roge & Company first reported a position in MRSH in Q1 2024 and held it in 7 quarters. The position peaked at $244K in Q1 2025. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • R.W. Roge & Company reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • R.W. Roge & Company sold 1,009 Marsh shares in Q4 2025, an estimated $203K.
  • R.W. Roge & Company first reported a position in Marsh in Q1 2024 and held it in 7 quarters.
  • R.W. Roge & Company's Marsh position peaked at $244K in Q1 2025.
  • 1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on R.W. Roge & Company's 13F filing for Q4 2025, filed 23 Jan 2026.