APW
MRSH

Austin Private Wealth’s Marsh MRSH Stock Holding History

Austin Private 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
Q3 		– Sell
-950
Closed -$208K – 323
2025
Q2 		$208K Sell
950
-533
-36% -$120K 0.02% 281
2025
Q1 		$362K Buy
1,483
+25
+2% +$5.67K 0.03% 196
2024
Q4 		$310K Buy
1,458
+223
+18% +$49.5K 0.03% 200
2024
Q3 		$276K Buy
1,235
+38
+3% +$8.44K 0.03% 214
2024
Q2 		$252K Buy
1,197
+31
+3% +$6.37K 0.03% 198
2024
Q1 		$237K Buy
+1,166
New +$232K 0.03% 201

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Austin Private Wealth's MRSH Position: Q3 2025 in Review

Austin Private Wealth sold out of Marsh (MRSH) in Q3 2025, closing a stake of 950 shares — an estimated $208K sold.

Austin Private Wealth first reported a position in MRSH in Q1 2024 and held it in 6 quarters. The position peaked at $362K in Q1 2025. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Austin Private Wealth reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Austin Private Wealth sold 950 Marsh shares in Q3 2025, an estimated $208K.
  • Austin Private Wealth first reported a position in Marsh in Q1 2024 and held it in 6 quarters.
  • Austin Private Wealth's Marsh position peaked at $362K in Q1 2025.
  • 1,573 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Austin Private Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.