DHK Financial Advisors’s Marsh MRSH Stock Holding History

DHK Financial 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 Q2	–	Sell	-866	Closed	-$211K	–	90
2025 Q1	$211K	Buy	+866	New	+$196K	0.12%	84

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

DHK Financial Advisors's MRSH Position: Q2 2025 in Review

DHK Financial Advisors sold out of Marsh (MRSH) in Q2 2025, closing a stake of 866 shares — an estimated $211K sold.

DHK Financial Advisors first reported a position in MRSH in Q1 2025 and held it in 1 quarter. The position peaked at $211K in Q1 2025. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

DHK Financial Advisors reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
DHK Financial Advisors sold 866 Marsh shares in Q2 2025, an estimated $211K.
DHK Financial Advisors first reported a position in Marsh in Q1 2025 and held it in 1 quarter.
DHK Financial Advisors's Marsh position peaked at $211K in Q1 2025.
1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.