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Schear Investment Advisers’s Marsh MRSH Stock Holding History

Schear Investment Advisers’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
-3,256
Closed -$656K – 83
2025
Q3 		$656K Sell
3,256
-65
-2% -$13.4K 0.29% 72
2025
Q2 		$726K Buy
3,321
+78
+2% +$17.6K 0.36% 70
2025
Q1 		$791K Buy
3,243
+1,144
+55% +$260K 0.46% 63
2024
Q4 		$446K Buy
2,099
+237
+13% +$52.6K 0.24% 74
2024
Q3 		$415K Buy
1,862
+428
+30% +$95K 0.26% 75
2024
Q2 		$302K Buy
1,434
+222
+18% +$45.6K 0.22% 77
2024
Q1 		$250K Buy
+1,212
New +$242K 0.2% 77

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

Schear Investment Advisers's MRSH Position: Q4 2025 in Review

Schear Investment Advisers sold out of Marsh (MRSH) in Q4 2025, closing a stake of 3,256 shares — an estimated $656K sold.

Schear Investment Advisers first reported a position in MRSH in Q1 2024 and held it in 7 quarters. The position peaked at $791K in Q1 2025. 1,594 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Schear Investment Advisers reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Schear Investment Advisers sold 3,256 Marsh shares in Q4 2025, an estimated $656K.
  • Schear Investment Advisers first reported a position in Marsh in Q1 2024 and held it in 7 quarters.
  • Schear Investment Advisers's Marsh position peaked at $791K in Q1 2025.
  • 1,594 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Schear Investment Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.