CWM
MRSH

Centricity Wealth Management’s Marsh MRSH Stock Holding History

Centricity 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 		$81.3K Hold
372
– – 0.07% 126
2025
Q1 		$90.8K Hold
372
– – 0.08% 119
2024
Q4 		$79K Buy
+372
New +$82.5K 0.07% 129

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

Centricity Wealth Management's MRSH Position: Q2 2025 in Review

Centricity Wealth Management held its Marsh (MRSH) position steady in Q2 2025 at 372 shares worth $81.3K. The position accounts for 0.07% of the portfolio, ranked #126.

Centricity Wealth Management first reported a position in MRSH in Q4 2024 and has held it in 3 quarters since. The position peaked at $90.8K in Q1 2025. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Centricity Wealth Management held 372 shares of Marsh worth $81.3K as of Q2 2025.
  • Centricity Wealth Management left its Marsh share count unchanged in Q2 2025.
  • Marsh made up 0.07% of Centricity Wealth Management's portfolio in Q2 2025, its #126 holding.
  • Centricity Wealth Management first reported a position in Marsh in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Marsh position peaked at $90.8K in Q1 2025.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

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