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Whalerock Point Partners’s Marsh MRSH Stock Holding History

Whalerock Point Partners’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
-1,206
Closed -$256K – 189
2024
Q4 		$256K Hold
1,206
– – 0.06% 162
2024
Q3 		$269K Buy
1,206
+143
+13% +$31.7K 0.06% 161
2024
Q2 		$224K Hold
1,063
– – 0.06% 150
2024
Q1 		$219K Hold
1,063
– – 0.06% 165
2023
Q4 		$201K Hold
1,063
– – 0.06% 162
2023
Q3 		$202K Hold
1,063
– – 0.07% 152
2023
Q2 		$200K Buy
+1,063
New +$189K 0.07% 151

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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 $999B AUM 46.22% 1-Year Est. Return

Whalerock Point Partners's MRSH Position: Q1 2025 in Review

Whalerock Point Partners sold out of Marsh (MRSH) in Q1 2025, closing a stake of 1,206 shares — an estimated $256K sold.

Whalerock Point Partners first reported a position in MRSH in Q2 2023 and held it in 7 quarters. The position peaked at $269K in Q3 2024. 1,628 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Whalerock Point Partners reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Whalerock Point Partners sold 1,206 Marsh shares in Q1 2025, an estimated $256K.
  • Whalerock Point Partners first reported a position in Marsh in Q2 2023 and held it in 7 quarters.
  • Whalerock Point Partners's Marsh position peaked at $269K in Q3 2024.
  • 1,628 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Whalerock Point Partners's 13F filing for Q1 2025, filed 15 May 2025.