TIM
MRSH

Tortoise Investment Management’s Marsh MRSH Stock Holding History

Tortoise 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
-112
Closed -$22.6K – 955
2025
Q3 		$22.6K Sell
112
-188
-63% -$38.7K ﹤0.01% 500
2025
Q2 		$65.6K Buy
300
+22
+8% +$4.97K 0.01% 349
2025
Q1 		$67.8K Sell
278
-278
-50% -$63.1K 0.01% 331
2024
Q4 		$118K Buy
556
+129
+30% +$28.6K 0.01% 285
2024
Q3 		$95.3K Buy
427
+42
+11% +$9.32K 0.01% 321
2024
Q2 		$81.1K Buy
385
+73
+23% +$15K 0.01% 330
2024
Q1 		$64.3K Buy
312
+1
+0.3% +$199 0.01% 350
2023
Q4 		$58.9K Sell
311
-6
-2% -$1.16K 0.01% 341
2023
Q3 		$60.3K Buy
317
+6
+2% +$1.15K 0.01% 323
2023
Q2 		$58.5K Hold
311
– – 0.01% 335
2023
Q1 		$51.8K Hold
311
– – 0.01% 334
2022
Q4 		$51.5K Buy
311
+8
+3% +$1.31K 0.01% 331
2022
Q3 		$45K Sell
303
-2
-0.7% -$321 0.01% 327
2022
Q2 		$47K Buy
305
+45
+17% +$7.21K 0.01% 312
2022
Q1 		$44K Hold
260
– – 0.01% 322
2021
Q4 		$45K Hold
260
– – 0.01% 307
2021
Q3 		$39K Hold
260
– – 0.01% 303
2021
Q2 		$37K Buy
260
+170
+189% +$22.8K 0.01% 304
2021
Q1 		$11K Hold
90
– – ﹤0.01% 433
2020
Q4 		$11K Hold
90
– – ﹤0.01% 408
2020
Q3 		$10K Hold
90
– – ﹤0.01% 384
2020
Q2 		$10K Hold
90
– – ﹤0.01% 373
2020
Q1 		$8K Hold
90
– – ﹤0.01% 393
2019
Q4 		$10K Hold
90
– – ﹤0.01% 411
2019
Q3 		$9K Hold
90
– – ﹤0.01% 415
2019
Q2 		$9K Hold
90
– – ﹤0.01% 442
2019
Q1 		$8K Hold
90
– – ﹤0.01% 437
2018
Q4 		$7K Hold
90
– – ﹤0.01% 425
2018
Q3 		$7K Hold
90
– – ﹤0.01% 429
2018
Q2 		$7K Hold
90
– – ﹤0.01% 442
2018
Q1 		$7K Hold
90
– – ﹤0.01% 419
2017
Q4 		$7K Buy
+90
New +$7.48K ﹤0.01% 425

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Tortoise Investment Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 112 shares — an estimated $22.6K sold.

Tortoise Investment Management first reported a position in MRSH in Q4 2017 and held it in 32 quarters. The position peaked at $118K in Q4 2024. 1,591 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Tortoise Investment Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 112 Marsh shares in Q4 2025, an estimated $22.6K.
  • Tortoise Investment Management first reported a position in Marsh in Q4 2017 and held it in 32 quarters.
  • Tortoise Investment Management's Marsh position peaked at $118K in Q4 2024.
  • 1,591 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.