SIG
MRSH

Stonegate Investment Group’s Marsh MRSH Stock Holding History

Stonegate Investment Group’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 		$4.89M Buy
24,250
+154
+0.6% +$31.7K 0.11% 84
2025
Q2 		$5.27M Sell
24,096
-1,048
-4% -$237K 0.13% 72
2025
Q1 		$6.14M Sell
25,144
-56
-0.2% -$12.7K 0.16% 60
2024
Q4 		$5.35M Sell
25,200
-2,344
-9% -$520K 0.14% 66
2024
Q3 		$6.14M Sell
27,544
-2,823
-9% -$627K 0.16% 64
2024
Q2 		$6.4M Sell
30,367
-124
-0.4% -$25.5K 0.18% 57
2024
Q1 		$6.28M Sell
30,491
-943
-3% -$188K 0.2% 62
2023
Q4 		$5.96M Sell
31,434
-596
-2% -$115K 0.2% 60
2023
Q3 		$6.1M Sell
32,030
-8,610
-21% -$1.65M 0.22% 57
2023
Q2 		$7.64M Sell
40,640
-726
-2% -$129K 0.27% 56
2023
Q1 		$6.89M Sell
41,366
-3,160
-7% -$526K 0.26% 55
2022
Q4 		$7.37M Sell
44,526
-1,439
-3% -$235K 0.32% 48
2022
Q3 		$6.86M Sell
45,965
-534
-1% -$85.7K 0.31% 55
2022
Q2 		$7.22M Buy
46,499
+572
+1% +$91.7K 0.32% 55
2022
Q1 		$7.83M Sell
45,927
-1,418
-3% -$224K 0.26% 51
2021
Q4 		$8.23M Buy
+47,345
New +$7.86M 0.35% 53

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stonegate Investment Group's MRSH Position: Q3 2025 in Review

Stonegate Investment Group increased its Marsh (MRSH) stake by 0.64% in Q3 2025, buying an estimated $31.7K and bringing the position to 24,250 shares worth $4.89M. The position accounts for 0.11% of the portfolio, ranked #84.

Stonegate Investment Group first reported a position in MRSH in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.23M in Q4 2021. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Stonegate Investment Group held 24,250 shares of Marsh worth $4.89M as of Q3 2025.
  • Stonegate Investment Group bought 154 Marsh shares in Q3 2025, an estimated $31.7K.
  • Marsh made up 0.11% of Stonegate Investment Group's portfolio in Q3 2025, its #84 holding.
  • Stonegate Investment Group first reported a position in Marsh in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Marsh position peaked at $8.23M in Q4 2021.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.