AWA
MRSH

Arete Wealth Advisors’s Marsh MRSH Stock Holding History

Arete Wealth Advisors’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
-1,148
Closed -$230K – 601
2025
Q3 		$230K Buy
1,148
+145
+14% +$29.8K 0.01% 693
2025
Q2 		$219K Buy
1,003
+27
+3% +$6.09K 0.02% 671
2025
Q1 		$238K Buy
+976
New +$221K 0.02% 616
2024
Q3 		– Sell
-1,637
Closed -$345K – 777
2024
Q2 		$345K Buy
+1,637
New +$336K 0.03% 500
2024
Q1 		– Sell
-1,583
Closed -$300K – 591
2023
Q4 		$300K Buy
1,583
+25
+2% +$4.83K 0.02% 549
2023
Q3 		$297K Buy
1,558
+71
+5% +$13.6K 0.05% 345
2023
Q2 		$280K Sell
1,487
-85
-5% -$15.1K 0.02% 513
2023
Q1 		$262K Sell
1,572
-86
-5% -$14.3K 0.02% 510
2022
Q4 		$274K Sell
1,658
-43
-3% -$7.03K 0.02% 479
2022
Q3 		$254K Buy
+1,701
New +$273K 0.02% 449
2022
Q2 		– Sell
-1,304
Closed -$222K – 519
2022
Q1 		$222K Hold
1,304
– – 0.02% 450
2021
Q4 		$226K Buy
+1,304
New +$217K 0.02% 445
2020
Q4 		– Sell
-9,421
Closed -$1.08M – 431
2020
Q3 		$1.08M Sell
9,421
-1
-0% -$115 0.16% 143
2020
Q2 		$1.01M Sell
9,422
-114
-1% -$11.5K 0.18% 138
2020
Q1 		$825K Buy
9,536
+443
+5% +$47.2K 0.16% 140
2019
Q4 		$1.01M Sell
9,093
-26
-0.3% -$2.72K 0.18% 131
2019
Q3 		$912K Buy
9,119
+230
+3% +$23K 0.17% 142
2019
Q2 		$887K Buy
8,889
+73
+0.8% +$6.99K 0.17% 147
2019
Q1 		$828K Buy
8,816
+4,725
+115% +$418K 0.17% 151
2018
Q4 		$326K Buy
+4,091
New +$341K 0.08% 256

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

Arete Wealth Advisors's MRSH Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,148 shares — an estimated $230K sold.

Arete Wealth Advisors first reported a position in MRSH in Q4 2018 and held it in 20 quarters. The position peaked at $1.08M in Q3 2020. 1,593 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,148 Marsh shares in Q4 2025, an estimated $230K.
  • Arete Wealth Advisors first reported a position in Marsh in Q4 2018 and held it in 20 quarters.
  • Arete Wealth Advisors's Marsh position peaked at $1.08M in Q3 2020.
  • 1,593 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

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