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Fairway Wealth’s Marsh MRSH Stock Holding History

Fairway Wealth’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
-66
Closed -$16.1K – 205
2025
Q1 		$16.1K Hold
66
– – 0.01% 138
2024
Q4 		$14K Buy
+66
New +$14.6K 0.01% 160
2024
Q3 		– Sell
-23
Closed -$4.85K – 274
2024
Q2 		$4.85K Buy
+23
New +$4.72K ﹤0.01% 215

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 $3.38T AUM 44.17% 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

Fairway Wealth's MRSH Position: Q2 2025 in Review

Fairway Wealth sold out of Marsh (MRSH) in Q2 2025, closing a stake of 66 shares — an estimated $16.1K sold.

Fairway Wealth first reported a position in MRSH in Q2 2024 and held it in 3 quarters. The position peaked at $16.1K in Q1 2025. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Fairway Wealth reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Fairway Wealth sold 66 Marsh shares in Q2 2025, an estimated $16.1K.
  • Fairway Wealth first reported a position in Marsh in Q2 2024 and held it in 3 quarters.
  • Fairway Wealth's Marsh position peaked at $16.1K in Q1 2025.
  • 1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Fairway Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.