Congress Wealth Management’s Marsh MRSH Stock Holding History

Congress 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	$2.82M	Buy	12,918 +548	+4%	+$124K	0.03%	499
2025 Q1	$2.99M	Buy	12,370 +3,682	+42%	+$835K	0.04%	416
2024 Q4	$1.85M	Buy	8,688 +5,142	+145%	+$1.14M	0.03%	421
2024 Q3	$791K	Sell	3,546 -30	-0.8%	-$6.66K	0.01%	556
2024 Q2	$754K	Sell	3,576 -4,317	-55%	-$887K	0.01%	470
2024 Q1	$1.63M	Buy	7,893 +1,447	+22%	+$288K	0.03%	333
2023 Q4	$1.22M	Buy	+6,446	New	+$1.25M	0.02%	372
2023 Q3	–	Sell	-2,119	Closed	-$399K	–	615
2023 Q2	$399K	Sell	2,119 -6	-0.3%	-$1.06K	0.01%	447
2023 Q1	$354K	Buy	2,125 +171	+9%	+$28.5K	0.01%	463
2022 Q4	$323K	Hold	1,954	–	–	0.01%	465
2022 Q3	$291K	Sell	1,954 -13	-0.7%	-$2.09K	0.01%	474
2022 Q2	$306K	Sell	1,967 -74	-4%	-$11.9K	0.01%	475
2022 Q1	$348K	Buy	2,041 +26	+1%	+$4.1K	0.01%	485
2021 Q4	$350K	Buy	+2,015	New	+$335K	0.01%	508

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Congress Wealth Management increased its Marsh (MRSH) stake by 4.4% in Q2 2025, buying an estimated $124K and bringing the position to 12,918 shares worth $2.82M. The position accounts for 0.03% of the portfolio, ranked #499.

Congress Wealth Management first reported a position in MRSH in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.99M in Q1 2025. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

Congress Wealth Management held 12,918 shares of Marsh worth $2.82M as of Q2 2025.
Congress Wealth Management bought 548 Marsh shares in Q2 2025, an estimated $124K.
Marsh made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #499 holding.
Congress Wealth Management first reported a position in Marsh in Q4 2021 and has held it in 14 quarters since.
Congress Wealth Management's Marsh position peaked at $2.99M in Q1 2025.
1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.