SA
MRSH

SRN Advisors’s Marsh MRSH Stock Holding History

SRN 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
Q2 		$766K Buy
3,502
+207
+6% +$46.7K 0.7% 62
2025
Q1 		$804K Sell
3,295
-102
-3% -$23.1K 0.9% 48
2024
Q4 		$722K Sell
3,397
-647
-16% -$144K 0.64% 85
2024
Q3 		$902K Sell
4,044
-161
-4% -$35.7K 0.8% 65
2024
Q2 		$886K Hold
4,205
– – 0.74% 70
2024
Q1 		$866K Buy
4,205
+204
+5% +$40.7K 0.68% 85
2023
Q4 		$758K Sell
4,001
-633
-14% -$122K 0.68% 86
2023
Q3 		$882K Buy
4,634
+88
+2% +$16.9K 0.87% 51
2023
Q2 		$855K Sell
4,546
-137
-3% -$24.3K 0.76% 69
2023
Q1 		$772K Sell
4,683
-94
-2% -$15.7K 0.71% 77
2022
Q4 		$790K Buy
+4,777
New +$781K 0.78% 71

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SRN Advisors's MRSH Position: Q2 2025 in Review

SRN Advisors increased its Marsh (MRSH) stake by 6.3% in Q2 2025, buying an estimated $46.7K and bringing the position to 3,502 shares worth $766K. The position accounts for 0.7% of the portfolio, ranked #62.

SRN Advisors first reported a position in MRSH in Q4 2022 and has held it in 11 quarters since. The position peaked at $902K in Q3 2024. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • SRN Advisors held 3,502 shares of Marsh worth $766K as of Q2 2025.
  • SRN Advisors bought 207 Marsh shares in Q2 2025, an estimated $46.7K.
  • Marsh made up 0.7% of SRN Advisors's portfolio in Q2 2025, its #62 holding.
  • SRN Advisors first reported a position in Marsh in Q4 2022 and has held it in 11 quarters since.
  • SRN Advisors's Marsh position peaked at $902K in Q3 2024.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on SRN Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.