AWS
MRSH

Atria Wealth Solutions’s Marsh MRSH Stock Holding History

Atria Wealth Solutions’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
Q2 		$736K Sell
3,364
-3,548
-51% -$801K 0.02% 759
2025
Q1 		$1.69M Sell
6,912
-2,096
-23% -$476K 0.02% 694
2024
Q4 		$1.91M Buy
9,008
+425
+5% +$94.3K 0.02% 661
2024
Q3 		$1.91M Sell
8,583
-273
-3% -$60.6K 0.02% 655
2024
Q2 		$1.87M Buy
8,856
+364
+4% +$74.8K 0.02% 649
2024
Q1 		$1.75M Buy
8,492
+2,181
+35% +$435K 0.02% 686
2023
Q4 		$1.2M Buy
6,311
+239
+4% +$46.2K 0.02% 791
2023
Q3 		$1.16M Buy
6,072
+2,632
+77% +$504K 0.02% 750
2023
Q2 		$647K Sell
3,440
-87
-2% -$15.4K 0.01% 1039
2023
Q1 		$587K Buy
3,527
+170
+5% +$28.3K 0.01% 1037
2022
Q4 		$555K Buy
3,357
+1,558
+87% +$255K 0.01% 1026
2022
Q3 		$269K Buy
+1,799
New +$289K ﹤0.01% 1365
2022
Q2 		– Sell
-1,442
Closed -$246K – 1794
2022
Q1 		$246K Buy
+1,442
New +$227K ﹤0.01% 1438

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Atria Wealth Solutions's MRSH Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Marsh (MRSH) stake by 51% in Q2 2025, selling an estimated $801K and leaving 3,364 shares worth $736K. The position accounts for 0.02% of the portfolio, ranked #759.

Atria Wealth Solutions first reported a position in MRSH in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.91M in Q3 2024. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Atria Wealth Solutions held 3,364 shares of Marsh worth $736K as of Q2 2025.
  • Atria Wealth Solutions sold 3,548 Marsh shares in Q2 2025, an estimated $801K.
  • Marsh made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #759 holding.
  • Atria Wealth Solutions first reported a position in Marsh in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Marsh position peaked at $1.91M in Q3 2024.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.