HWA
MRSH

Heartwood Wealth Advisors’s Marsh MRSH Stock Holding History

Heartwood 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
-16
Closed -$3.22K – 448
2025
Q3 		$3.22K Buy
+16
New +$3.29K ﹤0.01% 457

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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Heartwood Wealth Advisors's MRSH Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Marsh (MRSH) in Q4 2025, closing a stake of 16 shares — an estimated $3.22K sold.

Heartwood Wealth Advisors first reported a position in MRSH in Q3 2025 and held it in 1 quarter. The position peaked at $3.22K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 16 Marsh shares in Q4 2025, an estimated $3.22K.
  • Heartwood Wealth Advisors first reported a position in Marsh in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Marsh position peaked at $3.22K in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.