UH
MRSH

Unigestion Holding’s Marsh MRSH Stock Holding History

Unigestion Holding’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
Q1 		$47.2M Sell
193,484
-5,583
-3% -$1.27M 2.77% 6
2024
Q4 		$42.3M Sell
199,067
-38,308
-16% -$8.5M 2.43% 9
2024
Q3 		$53M Sell
237,375
-33,223
-12% -$7.37M 2.56% 5
2024
Q2 		$51.3M Sell
270,598
-1,808
-0.7% -$371K 2.82% 6
2024
Q1 		$56.1M Buy
272,406
+1,808
+0.7% +$360K 2.74% 4
2023
Q4 		$51.3M Buy
270,598
+13,884
+5% +$2.68M 2.82% 6
2023
Q3 		$48.9M Sell
256,714
-3,750
-1% -$719K 3% 6
2023
Q2 		$48.4M Sell
260,464
-14,432
-5% -$2.56M 2.8% 8
2023
Q1 		$45.3M Sell
274,896
-29,821
-10% -$4.97M 2.46% 10
2022
Q4 		$50.8M Buy
304,717
+15,244
+5% +$2.49M 2.69% 9
2022
Q3 		$43.6M Buy
289,473
+74,811
+35% +$12M 2.53% 12
2022
Q2 		$33.3M Buy
214,662
+90,493
+73% +$14.5M 1.87% 20
2022
Q1 		$21.2M Buy
124,169
+2,456
+2% +$387K 0.91% 38
2021
Q4 		$21.1M Sell
121,713
-342,094
-74% -$56.8M 0.86% 38
2021
Q3 		$70.2M Sell
463,807
-86,826
-16% -$13.1M 2.84% 9
2021
Q2 		$77.6M Sell
550,633
-72,407
-12% -$9.71M 2.79% 6
2021
Q1 		$75.9M Sell
623,040
-68,600
-10% -$7.9M 2.7% 7
2020
Q4 		$80.9M Buy
691,640
+13,684
+2% +$1.55M 2.77% 12
2020
Q3 		$77.7M Sell
677,956
-71,988
-10% -$8.25M 2.67% 13
2020
Q2 		$80.5M Buy
749,944
+62,373
+9% +$6.31M 2.72% 10
2020
Q1 		$59.3M Buy
+687,571
New +$73.3M 2.21% 13
2019
Q3 		$88.1M Buy
880,261
+225,769
+34% +$22.6M 2.44% 6
2019
Q2 		$65.3M Sell
654,492
-321,885
-33% -$30.8M 1.74% 14
2019
Q1 		$91.7M Buy
976,377
+11,869
+1% +$1.05M 2.45% 5
2018
Q4 		$76.9M Sell
964,508
-7,101
-0.7% -$592K 1.93% 8
2018
Q3 		$80.4M Buy
971,609
+305,948
+46% +$25.9M 1.7% 7
2018
Q2 		$54.6M Buy
+665,661
New +$54.3M 1.08% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Unigestion Holding's MRSH Position: Q1 2025 in Review

Unigestion Holding reduced its Marsh (MRSH) stake by 2.8% in Q1 2025, selling an estimated $1.27M and leaving 193,484 shares worth $47.2M. The position accounts for 2.77% of the portfolio, ranked #6.

Unigestion Holding first reported a position in MRSH in Q2 2018 and has held it in 27 quarters since. The position peaked at $91.7M in Q1 2019. 1,622 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Unigestion Holding held 193,484 shares of Marsh worth $47.2M as of Q1 2025.
  • Unigestion Holding sold 5,583 Marsh shares in Q1 2025, an estimated $1.27M.
  • Marsh made up 2.77% of Unigestion Holding's portfolio in Q1 2025, its #6 holding.
  • Unigestion Holding first reported a position in Marsh in Q2 2018 and has held it in 27 quarters since.
  • Unigestion Holding's Marsh position peaked at $91.7M in Q1 2019.
  • 1,622 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.