AFP
MRSH

Alpha Financial Partners’s Marsh MRSH Stock Holding History

Alpha Financial 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
Q3 		– Sell
-1,056
Closed -$231K – 96
2025
Q2 		$231K Sell
1,056
-21
-2% -$4.74K 0.17% 76
2025
Q1 		$263K Buy
1,077
+4
+0.4% +$908 0.21% 64
2024
Q4 		$228K Buy
+1,073
New +$238K 0.18% 70
2023
Q4 		– Sell
-1,582
Closed -$301K – 86
2023
Q3 		$301K Sell
1,582
-31
-2% -$5.94K 0.35% 53
2023
Q2 		$303K Sell
1,613
-35
-2% -$6.21K 0.32% 63
2023
Q1 		$274K Sell
1,648
-100
-6% -$16.7K 0.31% 67
2022
Q4 		$289K Buy
+1,748
New +$286K 0.35% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alpha Financial Partners's MRSH Position: Q3 2025 in Review

Alpha Financial Partners sold out of Marsh (MRSH) in Q3 2025, closing a stake of 1,056 shares — an estimated $231K sold.

Alpha Financial Partners first reported a position in MRSH in Q4 2022 and held it in 7 quarters. The position peaked at $303K in Q2 2023. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Alpha Financial Partners reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Alpha Financial Partners sold 1,056 Marsh shares in Q3 2025, an estimated $231K.
  • Alpha Financial Partners first reported a position in Marsh in Q4 2022 and held it in 7 quarters.
  • Alpha Financial Partners's Marsh position peaked at $303K in Q2 2023.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Alpha Financial Partners's 13F filing for Q3 2025, filed 7 Nov 2025.