TCV Trust & Wealth Management’s Marsh MRSH Stock Holding History

TCV Trust & Wealth 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 Q2	–	Sell	-1,585	Closed	-$387K	–	216
2025 Q1	$387K	Hold	1,585	–	–	0.04%	155
2024 Q4	$337K	Hold	1,585	–	–	0.03%	159
2024 Q3	$354K	Hold	1,585	–	–	0.03%	159
2024 Q2	$334K	Hold	1,585	–	–	0.03%	160
2024 Q1	$326K	Hold	1,585	–	–	0.03%	163
2023 Q4	$300K	Hold	1,585	–	–	0.03%	162
2023 Q3	$302K	Hold	1,585	–	–	0.03%	160
2023 Q2	$298K	Sell	1,585 -209	-12%	-$37.1K	0.03%	162
2023 Q1	$299K	Buy	1,794 +346	+24%	+$57.6K	0.03%	159
2022 Q4	$240K	Sell	1,448 -19	-1%	-$3.11K	0.03%	173
2022 Q3	$219K	Buy	1,467 +16	+1%	+$2.57K	0.03%	174
2022 Q2	$225K	Hold	1,451	–	–	0.03%	185
2022 Q1	$247K	Hold	1,451	–	–	0.03%	183
2021 Q4	$252K	Buy	1,451 +19	+1%	+$3.16K	0.03%	186
2021 Q3	$217K	Buy	+1,432	New	+$217K	0.02%	183

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 $3.37T AUM 44.26% 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

TCV Trust & Wealth Management's MRSH Position: Q2 2025 in Review

TCV Trust & Wealth Management sold out of Marsh (MRSH) in Q2 2025, closing a stake of 1,585 shares — an estimated $387K sold.

TCV Trust & Wealth Management first reported a position in MRSH in Q3 2021 and held it in 15 quarters. The position peaked at $387K in Q1 2025. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

TCV Trust & Wealth Management reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
TCV Trust & Wealth Management sold 1,585 Marsh shares in Q2 2025, an estimated $387K.
TCV Trust & Wealth Management first reported a position in Marsh in Q3 2021 and held it in 15 quarters.
TCV Trust & Wealth Management's Marsh position peaked at $387K in Q1 2025.
1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.