Sherbrooke Park Advisers’s Marsh MRSH Stock Holding History

Sherbrooke Park 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 Q2	–	Sell	-1,093	Closed	-$267K	–	678
2025 Q1	$267K	Buy	1,093 +87	+9%	+$19.7K	0.12%	334
2024 Q4	$214K	Buy	+1,006	New	+$223K	0.07%	556
2024 Q1	–	Sell	-1,189	Closed	-$225K	–	944
2023 Q4	$225K	Buy	+1,189	New	+$230K	0.11%	301
2023 Q3	–	Sell	-2,000	Closed	-$376K	–	578
2023 Q2	$376K	Buy	+2,000	New	+$355K	0.2%	225
2023 Q1	–	Sell	-1,500	Closed	-$248K	–	271
2022 Q4	$248K	Buy	+1,500	New	+$245K	0.18%	215

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sherbrooke Park Advisers's MRSH Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Marsh (MRSH) in Q2 2025, closing a stake of 1,093 shares — an estimated $267K sold.

Sherbrooke Park Advisers first reported a position in MRSH in Q4 2022 and held it in 5 quarters. The position peaked at $376K in Q2 2023. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

Sherbrooke Park Advisers reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 1,093 Marsh shares in Q2 2025, an estimated $267K.
Sherbrooke Park Advisers first reported a position in Marsh in Q4 2022 and held it in 5 quarters.
Sherbrooke Park Advisers's Marsh position peaked at $376K in Q2 2023.
1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.