BAM Wealth Management’s Marsh MRSH Stock Holding History

BAM 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 Q4	–	Sell	-4,428	Closed	-$892K	–	172
2025 Q3	$892K	Buy	+4,428	New	+$911K	0.69%	36

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BAM Wealth Management's MRSH Position: Q4 2025 in Review

BAM Wealth Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 4,428 shares — an estimated $892K sold.

BAM Wealth Management first reported a position in MRSH in Q3 2025 and held it in 1 quarter. The position peaked at $892K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

BAM Wealth Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
BAM Wealth Management sold 4,428 Marsh shares in Q4 2025, an estimated $892K.
BAM Wealth Management first reported a position in Marsh in Q3 2025 and held it in 1 quarter.
BAM Wealth Management's Marsh position peaked at $892K in Q3 2025.
1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on BAM Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.