GLA
MRSH

Good Life Advisors’s Marsh MRSH Stock Holding History

Good Life Advisors’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 		$450K Sell
2,057
-115
-5% -$26K 0.03% 322
2025
Q1 		$530K Sell
2,172
-22
-1% -$4.99K 0.04% 287
2024
Q4 		$466K Buy
+2,194
New +$487K 0.03% 303
2023
Q1 		– Sell
-2,097
Closed -$347K – 403
2022
Q4 		$347K Buy
+2,097
New +$343K 0.05% 252

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Good Life Advisors's MRSH Position: Q2 2025 in Review

Good Life Advisors reduced its Marsh (MRSH) stake by 5.3% in Q2 2025, selling an estimated $26K and leaving 2,057 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #322.

Good Life Advisors first reported a position in MRSH in Q4 2022 and has held it in 4 quarters since. The position peaked at $530K in Q1 2025. 1,607 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Good Life Advisors held 2,057 shares of Marsh worth $450K as of Q2 2025.
  • Good Life Advisors sold 115 Marsh shares in Q2 2025, an estimated $26K.
  • Marsh made up 0.03% of Good Life Advisors's portfolio in Q2 2025, its #322 holding.
  • Good Life Advisors first reported a position in Marsh in Q4 2022 and has held it in 4 quarters since.
  • Good Life Advisors's Marsh position peaked at $530K in Q1 2025.
  • 1,607 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.