Thrive Capital Management (Pennsylvania)’s Marsh MRSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
– Sell
-1,289
Closed -$314K – 181
2025
Q1
$314K Buy
+1,289
New +$292K 0.19% 97
2024
Q4
– Sell
-1,285
Closed -$287K – 147
2024
Q3
$287K Buy
1,285
+1
+0.1% +$222 0.14% 156
2024
Q2
$271K Buy
1,284
+2
+0.2% +$411 0.12% 160
2024
Q1
$264K Buy
1,282
+1
+0.1% +$199 0.14% 89
2023
Q4
$243K Buy
1,281
+2
+0.2% +$386 0.13% 122
2023
Q3
$243K Buy
1,279
+1
+0.1% +$192 0.14% 115
2023
Q2
$240K Buy
1,278
+2
+0.2% +$355 0.14% 115
2023
Q1
$210K Buy
1,276
+1
+0.1% +$167 0.13% 119
2022
Q4
$211K Buy
+1,275
New +$208K 0.14% 109
2022
Q2
– Sell
-1,301
Closed -$222K – 112
2022
Q1
$222K Buy
1,301
+23
+2% +$3.63K 0.13% 88
2021
Q4
$222K Sell
1,278
-385
-23% -$64K 0.14% 97
2021
Q3
$252K Hold
1,663
– – 0.19% 95
2021
Q2
$234K Hold
1,663
– – 0.18% 105
2021
Q1
$203K Buy
+1,663
New +$192K 0.19% 106

Other funds holding MRSH

Thrive Capital Management (Pennsylvania)'s MRSH Position: Q2 2025 in Review

Thrive Capital Management (Pennsylvania) sold out of Marsh (MRSH) in Q2 2025, closing a stake of 1,289 shares — an estimated $314K sold.

Thrive Capital Management (Pennsylvania) first reported a position in MRSH in Q1 2021 and held it in 14 quarters. The position peaked at $314K in Q1 2025. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Thrive Capital Management (Pennsylvania) reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 1,289 Marsh shares in Q2 2025, an estimated $314K.
  • Thrive Capital Management (Pennsylvania) first reported a position in Marsh in Q1 2021 and held it in 14 quarters.
  • Thrive Capital Management (Pennsylvania)'s Marsh position peaked at $314K in Q1 2025.
  • 1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2025, filed 8 Aug 2025.