SGC
MRSH

Slocum, Gordon & Co’s Marsh MRSH Stock Holding History

Slocum, Gordon & Co’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
Q3 		– Sell
-90
Closed -$19.7K – 99
2025
Q2 		$19.7K Hold
90
– – 0.02% 99
2025
Q1 		$22K Hold
90
– – 0.02% 98
2024
Q4 		$19.1K Hold
90
– – 0.02% 99
2024
Q3 		$20.1K Hold
90
– – 0.01% 99
2024
Q2 		$19K Hold
90
– – 0.01% 106
2024
Q1 		$18.5K Hold
90
– – 0.01% 105
2023
Q4 		$17.1K Hold
90
– – 0.02% 106
2023
Q3 		$17.1K Hold
90
– – 0.01% 109
2023
Q2 		$16.9K Buy
+90
New +$16K 0.01% 108

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Slocum, Gordon & Co's MRSH Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of Marsh (MRSH) in Q3 2025, closing a stake of 90 shares — an estimated $19.7K sold.

Slocum, Gordon & Co first reported a position in MRSH in Q2 2023 and held it in 9 quarters. The position peaked at $22K in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Slocum, Gordon & Co reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 90 Marsh shares in Q3 2025, an estimated $19.7K.
  • Slocum, Gordon & Co first reported a position in Marsh in Q2 2023 and held it in 9 quarters.
  • Slocum, Gordon & Co's Marsh position peaked at $22K in Q1 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.