FAIM
MRSH

Financial Advocates Investment Management’s Marsh MRSH Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-2,561
Closed -$560K – 382
2025
Q2 		$560K Buy
2,561
+369
+17% +$83.3K 0.05% 337
2025
Q1 		$535K Sell
2,192
-62
-3% -$14.1K 0.04% 408
2024
Q4 		$479K Sell
2,254
-1,911
-46% -$424K 0.03% 457
2024
Q3 		$929K Buy
4,165
+85
+2% +$18.9K 0.05% 321
2024
Q2 		$860K Buy
4,080
+600
+17% +$123K 0.05% 325
2024
Q1 		$717K Buy
3,480
+245
+8% +$48.8K 0.04% 377
2023
Q4 		$613K Buy
3,235
+1,122
+53% +$217K 0.04% 381
2023
Q3 		$402K Sell
2,113
-309
-13% -$59.2K 0.03% 461
2023
Q2 		$456K Buy
2,422
+175
+8% +$31.1K 0.03% 425
2023
Q1 		$374K Buy
2,247
+353
+19% +$58.8K 0.03% 492
2022
Q4 		$313K Buy
+1,894
New +$310K 0.02% 555
2021
Q2 		– Sell
-2,513
Closed -$306K – 802
2021
Q1 		$306K Sell
2,513
-7
-0.3% -$806 0.02% 598
2020
Q4 		$295K Buy
2,520
+17
+0.7% +$1.93K 0.02% 569
2020
Q3 		$287K Buy
2,503
+9
+0.4% +$1.03K 0.02% 484
2020
Q2 		$268K Buy
2,494
+78
+3% +$7.9K 0.03% 483
2020
Q1 		$209K Buy
2,416
+331
+16% +$35.3K 0.03% 429
2019
Q4 		$232K Buy
+2,085
New +$218K 0.02% 456

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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Financial Advocates Investment Management's MRSH Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Marsh (MRSH) in Q3 2025, closing a stake of 2,561 shares — an estimated $560K sold.

Financial Advocates Investment Management first reported a position in MRSH in Q4 2019 and held it in 17 quarters. The position peaked at $929K in Q3 2024. 1,574 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,561 Marsh shares in Q3 2025, an estimated $560K.
  • Financial Advocates Investment Management first reported a position in Marsh in Q4 2019 and held it in 17 quarters.
  • Financial Advocates Investment Management's Marsh position peaked at $929K in Q3 2024.
  • 1,574 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.