BWP
MRSH

BSW Wealth Partners’s Marsh MRSH Stock Holding History

BSW Wealth Partners’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 		– Sell
-1,130
Closed -$276K – 327
2025
Q1 		$276K Buy
1,130
+37
+3% +$8.39K 0.04% 243
2024
Q4 		$232K Buy
1,093
+7
+0.6% +$1.55K 0.03% 272
2024
Q3 		$242K Buy
1,086
+53
+5% +$11.8K 0.04% 267
2024
Q2 		$218K Buy
1,033
+37
+4% +$7.6K 0.04% 267
2024
Q1 		$205K Sell
996
-68
-6% -$13.6K 0.03% 279
2023
Q4 		$202K Buy
1,064
+11
+1% +$2.13K 0.04% 263
2023
Q3 		$200K Sell
1,053
-2,331
-69% -$447K 0.04% 229
2023
Q2 		$637K Hold
3,384
– – 0.13% 93
2023
Q1 		$564K Buy
3,384
+231
+7% +$38.5K 0.12% 123
2022
Q4 		$522K Buy
3,153
+172
+6% +$28.1K 0.11% 131
2022
Q3 		$445K Buy
2,981
+8
+0.3% +$1.28K 0.11% 129
2022
Q2 		$462K Buy
2,973
+381
+15% +$61.1K 0.11% 131
2022
Q1 		$442K Buy
2,592
+339
+15% +$53.4K 0.11% 141
2021
Q4 		$392K Buy
2,253
+151
+7% +$25.1K 0.1% 155
2021
Q3 		$318K Buy
+2,102
New +$318K 0.09% 173

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

BSW Wealth Partners's MRSH Position: Q2 2025 in Review

BSW Wealth Partners sold out of Marsh (MRSH) in Q2 2025, closing a stake of 1,130 shares — an estimated $276K sold.

BSW Wealth Partners first reported a position in MRSH in Q3 2021 and held it in 15 quarters. The position peaked at $637K in Q2 2023. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • BSW Wealth Partners reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 1,130 Marsh shares in Q2 2025, an estimated $276K.
  • BSW Wealth Partners first reported a position in Marsh in Q3 2021 and held it in 15 quarters.
  • BSW Wealth Partners's Marsh position peaked at $637K in Q2 2023.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on BSW Wealth Partners's 13F filing for Q2 2025, filed 18 Jul 2025.