Roxbury Financial’s Marsh MRSH Stock Holding History

Roxbury Financial’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	-38	Closed	-$8.88K	–	389
2024 Q4	$8.88K	Buy	+38	New	+$8.43K	0.01%	304

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Roxbury Financial's MRSH Position: Q1 2025 in Review

Roxbury Financial sold out of Marsh (MRSH) in Q1 2025, closing a stake of 38 shares — an estimated $8.88K sold.

Roxbury Financial first reported a position in MRSH in Q4 2024 and held it in 1 quarter. The position peaked at $8.88K in Q4 2024. 1,622 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

Roxbury Financial reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
Roxbury Financial sold 38 Marsh shares in Q1 2025, an estimated $8.88K.
Roxbury Financial first reported a position in Marsh in Q4 2024 and held it in 1 quarter.
Roxbury Financial's Marsh position peaked at $8.88K in Q4 2024.
1,622 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Roxbury Financial's 13F filing for Q1 2025, filed 9 Apr 2025.