CWC
MRSH

Carolinas Wealth Consulting’s Marsh MRSH Stock Holding History

Carolinas Wealth Consulting’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
-2,117
Closed -$517K – 581
2025
Q1 		$517K Buy
2,117
+12
+0.6% +$2.72K 0.11% 97
2024
Q4 		$447K Sell
2,105
-11
-0.5% -$2.44K 0.09% 115
2024
Q3 		$472K Buy
2,116
+100
+5% +$22.2K 0.09% 114
2024
Q2 		$425K Sell
2,016
-24
-1% -$4.93K 0.08% 118
2024
Q1 		$420K Buy
2,040
+4
+0.2% +$797 0.08% 110
2023
Q4 		$386K Hold
2,036
– – 0.08% 105
2023
Q3 		$386K Sell
2,036
-14
-0.7% -$2.68K 0.1% 99
2023
Q2 		$386K Sell
2,050
-46
-2% -$8.16K 0.08% 121
2023
Q1 		$349K Sell
2,096
-25
-1% -$4.17K 0.07% 125
2022
Q4 		$351K Sell
2,121
-21
-1% -$3.43K 0.08% 122
2022
Q3 		$320K Hold
2,142
– – 0.08% 115
2022
Q2 		$332K Buy
2,142
+1
+0% +$160 0.08% 114
2022
Q1 		$365K Buy
2,141
+30
+1% +$4.73K 0.08% 112
2021
Q4 		$367K Buy
2,111
+506
+32% +$84.1K 0.08% 113
2021
Q3 		$243K Sell
1,605
-852
-35% -$129K 0.06% 141
2021
Q2 		$346K Sell
2,457
-117
-5% -$15.7K 0.08% 115
2021
Q1 		$314K Buy
2,574
+3
+0.1% +$346 0.08% 119
2020
Q4 		$301K Buy
2,571
+55
+2% +$6.25K 0.08% 120
2020
Q3 		$289K Buy
2,516
+2,392
+1,929% +$274K 0.1% 94
2020
Q2 		$13K Buy
+124
New +$12.6K 0.01% 321

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Carolinas Wealth Consulting's MRSH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Marsh (MRSH) in Q2 2025, closing a stake of 2,117 shares — an estimated $517K sold.

Carolinas Wealth Consulting first reported a position in MRSH in Q2 2020 and held it in 20 quarters. The position peaked at $517K in Q1 2025. 1,607 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,117 Marsh shares in Q2 2025, an estimated $517K.
  • Carolinas Wealth Consulting first reported a position in Marsh in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Marsh position peaked at $517K in Q1 2025.
  • 1,607 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.