AW
MRSH

Alteri Wealth’s Marsh MRSH Stock Holding History

Alteri Wealth’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
-1,139
Closed -$230K – 293
2025
Q3 		$230K Sell
1,139
-28
-2% -$5.76K 0.08% 251
2025
Q2 		$255K Sell
1,167
-222
-16% -$50.1K 0.1% 225
2025
Q1 		$339K Sell
1,389
-206
-13% -$46.7K 0.15% 169
2024
Q4 		$339K Buy
+1,595
New +$354K 0.09% 167

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

Alteri Wealth's MRSH Position: Q4 2025 in Review

Alteri Wealth sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,139 shares — an estimated $230K sold.

Alteri Wealth first reported a position in MRSH in Q4 2024 and held it in 4 quarters. The position peaked at $339K in Q1 2025. 1,593 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Alteri Wealth reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Alteri Wealth sold 1,139 Marsh shares in Q4 2025, an estimated $230K.
  • Alteri Wealth first reported a position in Marsh in Q4 2024 and held it in 4 quarters.
  • Alteri Wealth's Marsh position peaked at $339K in Q1 2025.
  • 1,593 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Alteri Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.