FP
MRSH

Fiduciary Planning’s Marsh MRSH Stock Holding History

Fiduciary Planning’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
Q3 		– Sell
-965
Closed -$211K – 87
2025
Q2 		$211K Buy
965
+3
+0.3% +$677 0.07% 77
2025
Q1 		$235K Buy
962
+4
+0.4% +$908 0.08% 69
2024
Q4 		$204K Buy
958
+9
+0.9% +$2K 0.07% 74
2024
Q3 		$212K Buy
+949
New +$211K 0.07% 60
2021
Q2 		– Sell
-865
Closed -$105K – 182
2021
Q1 		$105K Buy
865
+3
+0.3% +$346 0.16% 53
2020
Q4 		$101K Buy
862
+4
+0.5% +$454 0.14% 62
2020
Q3 		$98K Buy
+858
New +$98.3K 0.16% 54

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiduciary Planning's MRSH Position: Q3 2025 in Review

Fiduciary Planning sold out of Marsh (MRSH) in Q3 2025, closing a stake of 965 shares — an estimated $211K sold.

Fiduciary Planning first reported a position in MRSH in Q3 2020 and held it in 7 quarters. The position peaked at $235K in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Fiduciary Planning reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Planning sold 965 Marsh shares in Q3 2025, an estimated $211K.
  • Fiduciary Planning first reported a position in Marsh in Q3 2020 and held it in 7 quarters.
  • Fiduciary Planning's Marsh position peaked at $235K in Q1 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Fiduciary Planning's 13F filing for Q3 2025, filed 15 Oct 2025.