Brass Tax Wealth Management’s Marsh MRSH Stock Holding History

Brass Tax 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	$1.73M	Buy	8,588 +6	+0.1%	+$1.23K	0.29%	43
2025 Q2	$1.88M	Buy	8,582 +6	+0.1%	+$1.35K	0.36%	39
2025 Q1	$2.09M	Sell	8,576 -183	-2%	-$41.5K	0.44%	35
2024 Q4	$1.86M	Buy	8,759 +5	+0.1%	+$1.11K	0.39%	38
2024 Q3	$1.95M	Buy	+8,754	New	+$1.94M	0.42%	34

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Brass Tax Wealth Management's MRSH Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Marsh (MRSH) stake by 0.07% in Q3 2025, buying an estimated $1.23K and bringing the position to 8,588 shares worth $1.73M. The position accounts for 0.29% of the portfolio, ranked #43.

Brass Tax Wealth Management first reported a position in MRSH in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.09M in Q1 2025. 1,573 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

Brass Tax Wealth Management held 8,588 shares of Marsh worth $1.73M as of Q3 2025.
Brass Tax Wealth Management bought 6 Marsh shares in Q3 2025, an estimated $1.23K.
Marsh made up 0.29% of Brass Tax Wealth Management's portfolio in Q3 2025, its #43 holding.
Brass Tax Wealth Management first reported a position in Marsh in Q3 2024 and has held it in 5 quarters since.
Brass Tax Wealth Management's Marsh position peaked at $2.09M in Q1 2025.
1,573 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.