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TrueMark Investments’s Marsh MRSH Stock Holding History

TrueMark Investments’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
-3,912
Closed -$788K – 271
2025
Q3 		$788K Buy
3,912
+2,060
+111% +$424K 0.14% 131
2025
Q2 		$405K Buy
+1,852
New +$418K 0.09% 130

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 $3.38T AUM 44.17% 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

TrueMark Investments's MRSH Position: Q4 2025 in Review

TrueMark Investments sold out of Marsh (MRSH) in Q4 2025, closing a stake of 3,912 shares — an estimated $788K sold.

TrueMark Investments first reported a position in MRSH in Q2 2025 and held it in 2 quarters. The position peaked at $788K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • TrueMark Investments reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • TrueMark Investments sold 3,912 Marsh shares in Q4 2025, an estimated $788K.
  • TrueMark Investments first reported a position in Marsh in Q2 2025 and held it in 2 quarters.
  • TrueMark Investments's Marsh position peaked at $788K in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on TrueMark Investments's 13F filing for Q4 2025, filed 14 Jan 2026.