RCM
MRSH

Regency Capital Management’s Marsh MRSH Stock Holding History

Regency 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
Q4 		– Sell
-3,008
Closed -$606K – 66
2025
Q3 		$606K Sell
3,008
-1,801
-37% -$370K 0.29% 46
2025
Q2 		$1.05M Buy
+4,809
New +$1.09M 0.55% 36

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Regency Capital Management's MRSH Position: Q4 2025 in Review

Regency Capital Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 3,008 shares — an estimated $606K sold.

Regency Capital Management first reported a position in MRSH in Q2 2025 and held it in 2 quarters. The position peaked at $1.05M in Q2 2025. 1,593 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Regency Capital Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Regency Capital Management sold 3,008 Marsh shares in Q4 2025, an estimated $606K.
  • Regency Capital Management first reported a position in Marsh in Q2 2025 and held it in 2 quarters.
  • Regency Capital Management's Marsh position peaked at $1.05M in Q2 2025.
  • 1,593 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Regency Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.