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Trust Investment Advisors’s Marsh MRSH Stock Holding History

Trust Investment Advisors’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
Q2 		– Sell
-1,171
Closed -$286K – 135
2025
Q1 		$286K Buy
+1,171
New +$266K 0.18% 82
2023
Q4 		– Sell
-1,160
Closed -$221K – 106
2023
Q3 		$221K Buy
+1,160
New +$222K 0.19% 85

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Trust Investment Advisors's MRSH Position: Q2 2025 in Review

Trust Investment Advisors sold out of Marsh (MRSH) in Q2 2025, closing a stake of 1,171 shares — an estimated $286K sold.

Trust Investment Advisors first reported a position in MRSH in Q3 2023 and held it in 2 quarters. The position peaked at $286K in Q1 2025. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Trust Investment Advisors reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Trust Investment Advisors sold 1,171 Marsh shares in Q2 2025, an estimated $286K.
  • Trust Investment Advisors first reported a position in Marsh in Q3 2023 and held it in 2 quarters.
  • Trust Investment Advisors's Marsh position peaked at $286K in Q1 2025.
  • 1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Trust Investment Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.