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Virtue Capital Management’s Marsh MRSH Stock Holding History

Virtue 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
Q2 		– Sell
-854
Closed -$208K – 407
2025
Q1 		$208K Buy
+854
New +$194K 0.02% 445
2024
Q4 		– Sell
-971
Closed -$217K – 283
2024
Q3 		$217K Sell
971
-36
-4% -$7.99K 0.04% 246
2024
Q2 		$221K Sell
1,007
-52
-5% -$10.7K 0.04% 339
2024
Q1 		$211K Sell
1,059
-606
-36% -$121K 0.04% 358
2023
Q4 		$317K Sell
1,665
-261
-14% -$50.4K 0.06% 274
2023
Q3 		$358K Hold
1,926
– – 0.06% 270
2023
Q2 		$358K Sell
1,926
-26
-1% -$4.61K 0.06% 270
2023
Q1 		$344K Buy
1,952
+501
+35% +$83.5K 0.06% 280
2022
Q4 		$240K Buy
+1,451
New +$237K 0.04% 331
2018
Q4 		– Sell
-16,028
Closed -$1.33M – 184
2018
Q3 		$1.33M Buy
16,028
+9,855
+160% +$835K 0.28% 98
2018
Q2 		$506K Buy
6,173
+2,767
+81% +$226K 0.25% 125
2018
Q1 		$284K Buy
3,406
+2,020
+146% +$167K 0.15% 157
2017
Q4 		$113K Buy
+1,386
New +$115K 0.06% 212

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

Virtue Capital Management's MRSH Position: Q2 2025 in Review

Virtue Capital Management sold out of Marsh (MRSH) in Q2 2025, closing a stake of 854 shares — an estimated $208K sold.

Virtue Capital Management first reported a position in MRSH in Q4 2017 and held it in 13 quarters. The position peaked at $1.33M in Q3 2018. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Virtue Capital Management reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Virtue Capital Management sold 854 Marsh shares in Q2 2025, an estimated $208K.
  • Virtue Capital Management first reported a position in Marsh in Q4 2017 and held it in 13 quarters.
  • Virtue Capital Management's Marsh position peaked at $1.33M in Q3 2018.
  • 1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.