FLP
MRSH

Financial Life Planners’s Marsh MRSH Stock Holding History

Financial Life Planners’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
-157
Closed -$31.7K – 222
2025
Q3 		$31.7K Buy
+157
New +$32.3K 0.02% 163
2025
Q1 		– Sell
-155
Closed -$33K – 264
2024
Q4 		$33K Buy
+155
New +$34.4K 0.03% 158

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 $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Life Planners's MRSH Position: Q4 2025 in Review

Financial Life Planners sold out of Marsh (MRSH) in Q4 2025, closing a stake of 157 shares — an estimated $31.7K sold.

Financial Life Planners first reported a position in MRSH in Q4 2024 and held it in 2 quarters. The position peaked at $33K in Q4 2024. 1,588 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Financial Life Planners reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Financial Life Planners sold 157 Marsh shares in Q4 2025, an estimated $31.7K.
  • Financial Life Planners first reported a position in Marsh in Q4 2024 and held it in 2 quarters.
  • Financial Life Planners's Marsh position peaked at $33K in Q4 2024.
  • 1,588 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Financial Life Planners's 13F filing for Q4 2025, filed 29 Jan 2026.