TCM
MRSH

TruNorth Capital Management’s Marsh MRSH Stock Holding History

TruNorth 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
-158
Closed -$31.8K – 278
2025
Q3 		$31.8K Buy
+158
New +$32.5K 0.01% 243
2024
Q4 		– Sell
-2
Closed -$446 – 404
2024
Q3 		$446 Hold
2
– – ﹤0.01% 380
2024
Q2 		$421 Buy
+2
New +$411 ﹤0.01% 341

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 $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

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

TruNorth Capital Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 158 shares — an estimated $31.8K sold.

TruNorth Capital Management first reported a position in MRSH in Q2 2024 and held it in 3 quarters. The position peaked at $31.8K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • TruNorth Capital Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 158 Marsh shares in Q4 2025, an estimated $31.8K.
  • TruNorth Capital Management first reported a position in Marsh in Q2 2024 and held it in 3 quarters.
  • TruNorth Capital Management's Marsh position peaked at $31.8K in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.