CAWM
MRSH

Capital A Wealth Management’s Marsh MRSH Stock Holding History

Capital A 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
Q2 		– Sell
-441
Closed -$108K – 692
2025
Q1 		$108K Buy
441
+59
+15% +$13.4K 0.11% 101
2024
Q4 		$81.1K Buy
+382
New +$84.7K 0.13% 122

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 $1.9T AUM 41.92% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital A Wealth Management's MRSH Position: Q2 2025 in Review

Capital A Wealth Management sold out of Marsh (MRSH) in Q2 2025, closing a stake of 441 shares — an estimated $108K sold.

Capital A Wealth Management first reported a position in MRSH in Q4 2024 and held it in 2 quarters. The position peaked at $108K in Q1 2025. 1,607 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Capital A Wealth Management reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 441 Marsh shares in Q2 2025, an estimated $108K.
  • Capital A Wealth Management first reported a position in Marsh in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Marsh position peaked at $108K in Q1 2025.
  • 1,607 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.