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Fiduciary Wealth Partners’s Marsh MRSH Stock Holding History

Fiduciary Wealth Partners’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
-1,015
Closed -$205K – 93
2025
Q3 		$205K Buy
+1,015
New +$209K 0.09% 90

Other funds holding MRSH

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiduciary Wealth Partners's MRSH Position: Q4 2025 in Review

Fiduciary Wealth Partners sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,015 shares — an estimated $205K sold.

Fiduciary Wealth Partners first reported a position in MRSH in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Fiduciary Wealth Partners reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 1,015 Marsh shares in Q4 2025, an estimated $205K.
  • Fiduciary Wealth Partners first reported a position in Marsh in Q3 2025 and held it in 1 quarter.
  • Fiduciary Wealth Partners's Marsh position peaked at $205K in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Fiduciary Wealth Partners's 13F filing for Q4 2025, filed 28 Jan 2026.