GFWA
MRSH

Grey Fox Wealth Advisors’s Marsh MRSH Stock Holding History

Grey Fox Wealth 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
Q4 		– Sell
-43
Closed -$8.68K – 427
2025
Q3 		$8.68K Buy
+43
New +$8.84K ﹤0.01% 422
2023
Q2 		– Sell
-20
Closed -$3.33K – 361
2023
Q1 		$3.33K Buy
+20
New +$3.33K ﹤0.01% 381

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Grey Fox Wealth Advisors's MRSH Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Marsh (MRSH) in Q4 2025, closing a stake of 43 shares — an estimated $8.68K sold.

Grey Fox Wealth Advisors first reported a position in MRSH in Q1 2023 and held it in 2 quarters. The position peaked at $8.68K in Q3 2025. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 43 Marsh shares in Q4 2025, an estimated $8.68K.
  • Grey Fox Wealth Advisors first reported a position in Marsh in Q1 2023 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Marsh position peaked at $8.68K in Q3 2025.
  • 1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.