FW
MRSH

FullCircle Wealth’s Marsh MRSH Stock Holding History

FullCircle Wealth’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 		$1M Buy
5,557
+182
+3% +$37.4K 0.35% 98
2025
Q2 		$1.07M Buy
5,375
+130
+2% +$29.3K 0.4% 85
2025
Q1 		$1.16M Buy
5,245
+148
+3% +$33.6K 0.48% 67
2024
Q4 		$1.18M Sell
5,097
-158
-3% -$35.1K 0.48% 67
2024
Q3 		$1.17M Buy
5,255
+165
+3% +$36.6K 0.52% 61
2024
Q2 		$1.11M Buy
+5,090
New +$1.05M 0.54% 57

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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 $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FullCircle Wealth's MRSH Position: Q3 2025 in Review

FullCircle Wealth increased its Marsh (MRSH) stake by 3.4% in Q3 2025, buying an estimated $37.4K and bringing the position to 5,557 shares worth $1M. The position accounts for 0.35% of the portfolio, ranked #98.

FullCircle Wealth first reported a position in MRSH in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2024. 1,572 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • FullCircle Wealth held 5,557 shares of Marsh worth $1M as of Q3 2025.
  • FullCircle Wealth bought 182 Marsh shares in Q3 2025, an estimated $37.4K.
  • Marsh made up 0.35% of FullCircle Wealth's portfolio in Q3 2025, its #98 holding.
  • FullCircle Wealth first reported a position in Marsh in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's Marsh position peaked at $1.18M in Q4 2024.
  • 1,572 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.