First Affirmative Financial Network’s Marsh MRSH Stock Holding History

First Affirmative Financial Network’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	$207K	Sell	1,026 -243	-19%	-$50K	0.1%	264
2025 Q2	$278K	Sell	1,269 -177	-12%	-$40K	0.14%	189
2025 Q1	$353K	Sell	1,446 -204	-12%	-$46.3K	0.22%	133
2024 Q4	$350K	Sell	1,650 -163	-9%	-$36.2K	0.2%	135
2024 Q3	$405K	Buy	1,813 +249	+16%	+$55.3K	0.22%	127
2024 Q2	$330K	Sell	1,564 -18	-1%	-$3.7K	0.23%	134
2024 Q1	$326K	Buy	1,582 +376	+31%	+$74.9K	0.24%	137
2023 Q4	$229K	Buy	+1,206	New	+$233K	0.18%	189

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Affirmative Financial Network's MRSH Position: Q3 2025 in Review

First Affirmative Financial Network reduced its Marsh (MRSH) stake by 19% in Q3 2025, selling an estimated $50K and leaving 1,026 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #264.

First Affirmative Financial Network first reported a position in MRSH in Q4 2023 and has held it in 8 quarters since. The position peaked at $405K in Q3 2024. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

First Affirmative Financial Network held 1,026 shares of Marsh worth $207K as of Q3 2025.
First Affirmative Financial Network sold 243 Marsh shares in Q3 2025, an estimated $50K.
Marsh made up 0.1% of First Affirmative Financial Network's portfolio in Q3 2025, its #264 holding.
First Affirmative Financial Network first reported a position in Marsh in Q4 2023 and has held it in 8 quarters since.
First Affirmative Financial Network's Marsh position peaked at $405K in Q3 2024.
1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on First Affirmative Financial Network's 13F filing for Q3 2025, filed 20 Nov 2025.