Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
– Sell
-1,465
Closed -$325K – 111
2025
Q1
$325K Buy
1,465
+1
+0.1% +$227 0.16% 92
2024
Q4
$321K Buy
1,464
+359
+32% +$79.6K 0.15% 87
2024
Q3
$245K Hold
1,105
– – 0.12% 90
2024
Q2
$242K Buy
1,105
+121
+12% +$24.9K 0.12% 95
2024
Q1
$202K Buy
+984
New +$196K 0.11% 106

Other funds holding MRSH

FWG Holdings's MRSH Position: Q2 2025 in Review

FWG Holdings sold out of Marsh (MRSH) in Q2 2025, closing a stake of 1,465 shares — an estimated $325K sold.

FWG Holdings first reported a position in MRSH in Q1 2024 and held it in 5 quarters. The position peaked at $325K in Q1 2025. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • FWG Holdings reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • FWG Holdings sold 1,465 Marsh shares in Q2 2025, an estimated $325K.
  • FWG Holdings first reported a position in Marsh in Q1 2024 and held it in 5 quarters.
  • FWG Holdings's Marsh position peaked at $325K in Q1 2025.
  • 1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on FWG Holdings's 13F filing for Q2 2025, filed 5 Aug 2025.