ST
MRSH

Sabal Trust’s Marsh MRSH Stock Holding History

Sabal Trust’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 		$26.9M Buy
+110,182
New +$25M 1.49% 28
2024
Q4 		– Sell
-949
Closed -$212K – 239
2024
Q3 		$212K Buy
+949
New +$211K 0.01% 224
2024
Q2 		– Sell
-1,021
Closed -$210K – 221
2024
Q1 		$210K Buy
+1,021
New +$203K 0.01% 210
2018
Q2 		– Sell
-3,533
Closed -$292K – 157
2018
Q1 		$292K Buy
+3,533
New +$293K 0.03% 134

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

Sabal Trust's MRSH Position: Q1 2025 in Review

Sabal Trust opened a new position in Marsh (MRSH) in Q1 2025: 110,182 shares worth $26.9M. The stake represents 1.49% of the portfolio and ranks #28 among its holdings. This is a return to the name: Sabal Trust previously reported a position in MRSH as recently as Q3 2024.

Sabal Trust first reported a position in MRSH in Q1 2018 and has held it in 4 quarters since. 1,623 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Sabal Trust held 110,182 shares of Marsh worth $26.9M as of Q1 2025.
  • Marsh was a new Sabal Trust position in Q1 2025.
  • Marsh made up 1.49% of Sabal Trust's portfolio in Q1 2025, its #28 holding.
  • Sabal Trust first reported a position in Marsh in Q1 2018 and has held it in 4 quarters since.
  • 1,623 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.