Tucker Asset Management’s Marsh MRSH Stock Holding History

Tucker Asset 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	$928	Buy	+5	New	+$935	﹤0.01%	948
2025 Q1	–	Sell	-20	Closed	-$4.25K	–	678
2024 Q4	$4.25K	Buy	+20	New	+$4.44K	﹤0.01%	1041
2023 Q2	–	Sell	-14	Closed	-$2.33K	–	1242
2023 Q1	$2.33K	Buy	+14	New	+$2.33K	﹤0.01%	863
2022 Q1	–	Sell	-47	Closed	-$8.15K	–	593
2021 Q4	$8.15K	Buy	+47	New	+$7.81K	﹤0.01%	249

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tucker Asset Management's MRSH Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Marsh (MRSH) in Q4 2025: 5 shares worth $928. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in MRSH as recently as Q4 2024.

Tucker Asset Management first reported a position in MRSH in Q4 2021 and has held it in 4 quarters since. The position peaked at $8.15K in Q4 2021. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

Tucker Asset Management held 5 shares of Marsh worth $928 as of Q4 2025.
Marsh was a new Tucker Asset Management position in Q4 2025.
Marsh made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #948 holding.
Tucker Asset Management first reported a position in Marsh in Q4 2021 and has held it in 4 quarters since.
Tucker Asset Management's Marsh position peaked at $8.15K in Q4 2021.
1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.