VIA
MRSH

Virtus Investment Advisers’s Marsh MRSH Stock Holding History

Virtus Investment Advisers’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
Q3 		– Sell
-6,319
Closed -$1.38M – 464
2025
Q2 		$1.38M Buy
+6,319
New +$1.43M 0.47% 114
2025
Q1 		– Sell
-266
Closed -$56.5K – 601
2024
Q4 		$56.5K Hold
266
– – 0.04% 305
2024
Q3 		$59.3K Hold
266
– – 0.05% 281
2024
Q2 		$56.1K Sell
266
-138
-34% -$28.3K 0.05% 262
2024
Q1 		$83.2K Sell
404
-43
-10% -$8.57K 0.06% 257
2023
Q4 		$84.7K Hold
447
– – 0.06% 253
2023
Q3 		$85.1K Sell
447
-52
-10% -$9.97K 0.06% 228
2023
Q2 		$93.9K Hold
499
– – 0.06% 245
2023
Q1 		$83.1K Hold
499
– – 0.06% 254
2022
Q4 		$82.6K Hold
499
– – 0.06% 284
2022
Q3 		$74K Buy
+499
New +$80.1K 0.03% 320
2018
Q1 		– Sell
-49,613
Closed -$4.04M – 287
2017
Q4 		$4.04M Sell
49,613
-2,520
-5% -$209K 0.44% 65
2017
Q3 		$4.37M Sell
52,133
-5,622
-10% -$446K 0.46% 66
2017
Q2 		$4.5M Sell
57,755
-14,598
-20% -$1.1M 0.44% 71
2017
Q1 		$5.35M Sell
72,353
-14,214
-16% -$1.02M 0.47% 65
2016
Q4 		$5.85M Sell
86,567
-20,992
-20% -$1.41M 0.45% 66
2016
Q3 		$7.23M Buy
+107,559
New +$7.2M 0.46% 59

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return