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GoalVest Advisory’s Marsh MRSH Stock Holding History

GoalVest Advisory’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
Q2 		– Sell
-6
Closed -$1.46K – 473
2025
Q1 		$1.46K Sell
6
-10
-63% -$2.27K ﹤0.01% 317
2024
Q4 		$3.4K Buy
+16
New +$3.55K ﹤0.01% 325
2024
Q2 		– Sell
-8
Closed -$1.65K – 374
2024
Q1 		$1.65K Buy
+8
New +$1.59K ﹤0.01% 374
2023
Q4 		– Sell
-2
Closed -$381 – 448
2023
Q3 		$381 Buy
+2
New +$383 ﹤0.01% 461
2022
Q2 		– Sell
-4
Closed -$1K – 455
2022
Q1 		$1K Buy
+4
New +$631 ﹤0.01% 348

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GoalVest Advisory's MRSH Position: Q2 2025 in Review

GoalVest Advisory sold out of Marsh (MRSH) in Q2 2025, closing a stake of 6 shares — an estimated $1.46K sold.

GoalVest Advisory first reported a position in MRSH in Q1 2022 and held it in 5 quarters. The position peaked at $3.4K in Q4 2024. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • GoalVest Advisory reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 6 Marsh shares in Q2 2025, an estimated $1.46K.
  • GoalVest Advisory first reported a position in Marsh in Q1 2022 and held it in 5 quarters.
  • GoalVest Advisory's Marsh position peaked at $3.4K in Q4 2024.
  • 1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.