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Rehmann Capital Advisory Group’s Marsh MRSH Stock Holding History

Rehmann Capital Advisory Group’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
-1,598
Closed -$322K – 676
2025
Q3 		$322K Sell
1,598
-25
-2% -$5.14K 0.02% 479
2025
Q2 		$355K Buy
1,623
+116
+8% +$26.2K 0.02% 434
2025
Q1 		$368K Buy
1,507
+70
+5% +$15.9K 0.02% 433
2024
Q4 		$305K Buy
1,437
+38
+3% +$8.43K 0.02% 465
2024
Q3 		$312K Buy
1,399
+7
+0.5% +$1.55K 0.02% 454
2024
Q2 		$293K Buy
1,392
+193
+16% +$39.6K 0.02% 451
2024
Q1 		$247K Sell
1,199
-35
-3% -$6.97K 0.02% 502
2023
Q4 		$234K Buy
+1,234
New +$238K 0.02% 495
2019
Q3 		$362K Hold
3,622
– – 0.04% 213
2019
Q2 		$361K Buy
3,622
+68
+2% +$6.51K 0.04% 303
2019
Q1 		$334K Buy
3,554
+63
+2% +$5.57K 0.05% 301
2018
Q4 		$278K Buy
3,491
+7
+0.2% +$584 0.04% 206
2018
Q3 		$288K Buy
3,484
+23
+0.7% +$1.95K 0.04% 308
2018
Q2 		$284K Buy
3,461
+3,159
+1,046% +$258K 0.04% 300
2018
Q1 		$25K Buy
+302
New +$25K ﹤0.01% 1007

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 $3.38T AUM 44.17% 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

Rehmann Capital Advisory Group's MRSH Position: Q4 2025 in Review

Rehmann Capital Advisory Group sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,598 shares — an estimated $322K sold.

Rehmann Capital Advisory Group first reported a position in MRSH in Q1 2018 and held it in 15 quarters. The position peaked at $368K in Q1 2025. 1,594 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Rehmann Capital Advisory Group reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 1,598 Marsh shares in Q4 2025, an estimated $322K.
  • Rehmann Capital Advisory Group first reported a position in Marsh in Q1 2018 and held it in 15 quarters.
  • Rehmann Capital Advisory Group's Marsh position peaked at $368K in Q1 2025.
  • 1,594 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2025, filed 4 Mar 2026.