SIA
MRSH

Schechter Investment Advisors’s Marsh MRSH Stock Holding History

Schechter Investment Advisors’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 		$876K Sell
3,589
-376
-9% -$85.3K 0.07% 252
2024
Q4 		$842K Sell
3,965
-548
-12% -$122K 0.06% 274
2024
Q3 		$1.01M Buy
4,513
+75
+2% +$16.6K 0.07% 252
2024
Q2 		$935K Buy
4,438
+186
+4% +$38.2K 0.07% 251
2024
Q1 		$876K Buy
4,252
+146
+4% +$29.1K 0.07% 272
2023
Q4 		$778K Sell
4,106
-330
-7% -$63.8K 0.07% 273
2023
Q3 		$844K Buy
4,436
+36
+0.8% +$6.9K 0.08% 249
2023
Q2 		$828K Buy
4,400
+195
+5% +$34.6K 0.07% 277
2023
Q1 		$700K Buy
4,205
+318
+8% +$53K 0.06% 330
2022
Q4 		$643K Buy
3,887
+84
+2% +$13.7K 0.06% 426
2022
Q3 		$568K Sell
3,803
-596
-14% -$95.6K 0.06% 465
2022
Q2 		$682K Buy
4,399
+1,642
+60% +$263K 0.07% 419
2022
Q1 		$470K Buy
2,757
+478
+21% +$75.4K 0.04% 552
2021
Q4 		$396K Buy
+2,279
New +$379K 0.04% 587

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

Schechter Investment Advisors's MRSH Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Marsh (MRSH) stake by 9.5% in Q1 2025, selling an estimated $85.3K and leaving 3,589 shares worth $876K. The position accounts for 0.07% of the portfolio, ranked #252.

Schechter Investment Advisors first reported a position in MRSH in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.01M in Q3 2024. 1,622 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Schechter Investment Advisors held 3,589 shares of Marsh worth $876K as of Q1 2025.
  • Schechter Investment Advisors sold 376 Marsh shares in Q1 2025, an estimated $85.3K.
  • Marsh made up 0.07% of Schechter Investment Advisors's portfolio in Q1 2025, its #252 holding.
  • Schechter Investment Advisors first reported a position in Marsh in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Marsh position peaked at $1.01M in Q3 2024.
  • 1,622 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.