AWM
MRSH

Atticus Wealth Management’s Marsh MRSH Stock Holding History

Atticus Wealth Management’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
-5
Closed -$1.09K – 458
2025
Q2 		$1.09K Buy
+5
New +$1.13K ﹤0.01% 596
2023
Q1 		– Sell
-161
Closed -$26.6K – 571
2022
Q4 		$26.6K Sell
161
-12
-7% -$1.96K 0.01% 308
2022
Q3 		$27K Hold
173
– – 0.01% 293
2022
Q2 		$27K Buy
+173
New +$27.7K 0.01% 319

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

Atticus Wealth Management's MRSH Position: Q3 2025 in Review

Atticus Wealth Management sold out of Marsh (MRSH) in Q3 2025, closing a stake of 5 shares — an estimated $1.09K sold.

Atticus Wealth Management first reported a position in MRSH in Q2 2022 and held it in 4 quarters. The position peaked at $27K in Q3 2022. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Atticus Wealth Management reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 5 Marsh shares in Q3 2025, an estimated $1.09K.
  • Atticus Wealth Management first reported a position in Marsh in Q2 2022 and held it in 4 quarters.
  • Atticus Wealth Management's Marsh position peaked at $27K in Q3 2022.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.