CWM
MRSH

Crowley Wealth Management’s Marsh MRSH Stock Holding History

Crowley 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
Q4 		– Sell
-15
Closed -$3.02K – 216
2025
Q3 		$3.02K Hold
15
– – ﹤0.01% 348
2025
Q2 		$3.28K Hold
15
– – ﹤0.01% 329
2025
Q1 		$3.66K Hold
15
– – ﹤0.01% 320
2024
Q4 		$3.19K Buy
+15
New +$3.33K ﹤0.01% 337

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Crowley Wealth Management's MRSH Position: Q4 2025 in Review

Crowley Wealth Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 15 shares — an estimated $3.02K sold.

Crowley Wealth Management first reported a position in MRSH in Q4 2024 and held it in 4 quarters. The position peaked at $3.66K in Q1 2025. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Crowley Wealth Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 15 Marsh shares in Q4 2025, an estimated $3.02K.
  • Crowley Wealth Management first reported a position in Marsh in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Marsh position peaked at $3.66K in Q1 2025.
  • 1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.