VHAM
MRSH

Van Hulzen Asset Management’s Marsh MRSH Stock Holding History

Van Hulzen 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
Q1 		– Sell
-3
Closed -$638 – 790
2024
Q4 		$638 Buy
+3
New +$666 ﹤0.01% 1074
2021
Q2 		– Sell
-68,300
Closed -$8.32M – 282
2021
Q1 		$8.32M Buy
+68,300
New +$7.87M 1.33% 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 $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Van Hulzen Asset Management's MRSH Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Marsh (MRSH) in Q1 2025, closing a stake of 3 shares — an estimated $638 sold.

Van Hulzen Asset Management first reported a position in MRSH in Q1 2021 and held it in 2 quarters. The position peaked at $8.32M in Q1 2021. 1,623 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 3 Marsh shares in Q1 2025, an estimated $638.
  • Van Hulzen Asset Management first reported a position in Marsh in Q1 2021 and held it in 2 quarters.
  • Van Hulzen Asset Management's Marsh position peaked at $8.32M in Q1 2021.
  • 1,623 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.