AA
MRSH

Advisory Alpha’s Marsh MRSH Stock Holding History

Advisory Alpha’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
Q4 		– Sell
-1,066
Closed -$213K – 539
2025
Q3 		$213K Buy
1,066
+7
+0.7% +$1.44K 0.01% 495
2025
Q2 		$232K Buy
1,059
+12
+1% +$2.71K 0.01% 436
2025
Q1 		$255K Buy
1,047
+4
+0.4% +$908 0.01% 380
2024
Q4 		$222K Buy
1,043
+59
+6% +$13.1K 0.01% 405
2024
Q3 		$220K Sell
984
-6
-0.6% -$1.33K 0.01% 390
2024
Q2 		$209K Buy
+990
New +$203K 0.01% 371
2021
Q4 		– Sell
-2,001
Closed -$303K – 269
2021
Q3 		$303K Hold
2,001
– – 0.02% 203
2021
Q2 		$282K Sell
2,001
-573
-22% -$76.8K 0.02% 161
2021
Q1 		$314K Sell
2,574
-150
-6% -$17.3K 0.03% 136
2020
Q4 		$319K Buy
2,724
+20
+0.7% +$2.27K 0.07% 76
2020
Q3 		$310K Hold
2,704
– – 0.07% 67
2020
Q2 		$315K Hold
2,704
– – 0.07% 80
2020
Q1 		$250K Hold
2,704
– – 0.07% 76
2019
Q4 		$303K Sell
2,704
-94
-3% -$9.82K 0.07% 102
2019
Q3 		$268K Buy
2,798
+121
+5% +$12.1K 0.08% 95
2019
Q2 		$269K Buy
2,677
+145
+6% +$13.9K 0.09% 94
2019
Q1 		$238K Hold
2,532
– – 0.09% 97
2018
Q4 		$229K Buy
+2,532
New +$211K 0.11% 78

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Advisory Alpha's MRSH Position: Q4 2025 in Review

Advisory Alpha sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,066 shares — an estimated $213K sold.

Advisory Alpha first reported a position in MRSH in Q4 2018 and held it in 18 quarters. The position peaked at $319K in Q4 2020. 1,592 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Advisory Alpha reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Advisory Alpha sold 1,066 Marsh shares in Q4 2025, an estimated $213K.
  • Advisory Alpha first reported a position in Marsh in Q4 2018 and held it in 18 quarters.
  • Advisory Alpha's Marsh position peaked at $319K in Q4 2020.
  • 1,592 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Advisory Alpha's 13F filing for Q4 2025, filed 6 Feb 2026.