CWA
MRSH

Carolina Wealth Advisors’s Marsh MRSH Stock Holding History

Carolina Wealth Advisors’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
-25
Closed -$5.47K – 274
2025
Q2 		$5.47K Hold
25
– – ﹤0.01% 181
2025
Q1 		$6.1K Hold
25
– – ﹤0.01% 179
2024
Q4 		$5.31K Hold
25
– – ﹤0.01% 194
2024
Q3 		$5.58K Buy
+25
New +$5.55K ﹤0.01% 221

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Carolina Wealth Advisors's MRSH Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Marsh (MRSH) in Q3 2025, closing a stake of 25 shares — an estimated $5.47K sold.

Carolina Wealth Advisors first reported a position in MRSH in Q3 2024 and held it in 4 quarters. The position peaked at $6.1K in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 25 Marsh shares in Q3 2025, an estimated $5.47K.
  • Carolina Wealth Advisors first reported a position in Marsh in Q3 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's Marsh position peaked at $6.1K in Q1 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.