TCM
MRSH

Traub Capital Management’s Marsh MRSH Stock Holding History

Traub Capital 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
-1,007
Closed -$203K – 141
2025
Q3 		$203K Buy
+1,007
New +$207K 0.2% 122

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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Traub Capital Management's MRSH Position: Q4 2025 in Review

Traub Capital Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,007 shares — an estimated $203K sold.

Traub Capital Management first reported a position in MRSH in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Traub Capital Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Traub Capital Management sold 1,007 Marsh shares in Q4 2025, an estimated $203K.
  • Traub Capital Management first reported a position in Marsh in Q3 2025 and held it in 1 quarter.
  • Traub Capital Management's Marsh position peaked at $203K in Q3 2025.
  • 1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Traub Capital Management's 13F filing for Q4 2025, filed 29 Jan 2026.