SIM
MRSH

Stratos Investment Management’s Marsh MRSH Stock Holding History

Stratos Investment Management’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
Q4 		– Sell
-1,037
Closed -$209K – 363
2025
Q3 		$209K Sell
1,037
-175
-14% -$36K 0.01% 340
2025
Q2 		$265K Buy
1,212
+3
+0.2% +$677 0.01% 315
2025
Q1 		$295K Sell
1,209
-291
-19% -$66K 0.02% 257
2024
Q4 		$319K Sell
1,500
-99
-6% -$22K 0.02% 206
2024
Q3 		$357K Buy
1,599
+118
+8% +$26.2K 0.02% 184
2024
Q2 		$312K Buy
1,481
+106
+8% +$21.8K 0.03% 179
2024
Q1 		$283K Buy
1,375
+54
+4% +$10.8K 0.03% 167
2023
Q4 		$250K Buy
+1,321
New +$255K 0.03% 166

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stratos Investment Management's MRSH Position: Q4 2025 in Review

Stratos Investment Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,037 shares — an estimated $209K sold.

Stratos Investment Management first reported a position in MRSH in Q4 2023 and held it in 8 quarters. The position peaked at $357K in Q3 2024. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Stratos Investment Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Stratos Investment Management sold 1,037 Marsh shares in Q4 2025, an estimated $209K.
  • Stratos Investment Management first reported a position in Marsh in Q4 2023 and held it in 8 quarters.
  • Stratos Investment Management's Marsh position peaked at $357K in Q3 2024.
  • 1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Stratos Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.