WCF
MRSH

West Coast Financial’s Marsh MRSH Stock Holding History

West Coast Financial’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
-66,483
Closed -$16.2M – 97
2025
Q1 		$16.2M Sell
66,483
-1,332
-2% -$302K 1.85% 11
2024
Q4 		$14.4M Buy
67,815
+941
+1% +$209K 1.59% 11
2024
Q3 		$14.9M Buy
66,874
+763
+1% +$169K 1.64% 12
2024
Q2 		$13.9M Buy
66,111
+579
+0.9% +$119K 1.65% 12
2024
Q1 		$13.5M Buy
65,532
+64
+0.1% +$12.8K 1.64% 17
2023
Q4 		$12.4M Buy
65,468
+6,276
+11% +$1.21M 1.63% 14
2023
Q3 		$11.3M Buy
59,192
+1,221
+2% +$234K 1.68% 13
2023
Q2 		$10.9M Buy
57,971
+409
+0.7% +$72.6K 1.54% 15
2023
Q1 		$9.59M Sell
57,562
-314
-0.5% -$52.3K 1.47% 17
2022
Q4 		$9.58M Buy
57,876
+24,857
+75% +$4.06M 1.62% 16
2022
Q3 		$4.93M Buy
+33,019
New +$5.3M 0.91% 36

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

West Coast Financial's MRSH Position: Q2 2025 in Review

West Coast Financial sold out of Marsh (MRSH) in Q2 2025, closing a stake of 66,483 shares — an estimated $16.2M sold.

West Coast Financial first reported a position in MRSH in Q3 2022 and held it in 11 quarters. The position peaked at $16.2M in Q1 2025. 1,607 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • West Coast Financial reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 66,483 Marsh shares in Q2 2025, an estimated $16.2M.
  • West Coast Financial first reported a position in Marsh in Q3 2022 and held it in 11 quarters.
  • West Coast Financial's Marsh position peaked at $16.2M in Q1 2025.
  • 1,607 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.