HWM
MRSH

Hemington Wealth Management’s Marsh MRSH Stock Holding History

Hemington Wealth Management’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
Q3 		$139K Sell
690
-68
-9% -$14K 0.02% 195
2025
Q2 		$165K Sell
758
-67
-8% -$15.1K 0.02% 156
2025
Q1 		$201K Buy
825
+57
+7% +$12.9K 0.03% 125
2024
Q4 		$163K Buy
768
+48
+7% +$10.6K 0.04% 141
2024
Q3 		$157K Buy
+720
New +$160K 0.04% 140

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hemington Wealth Management's MRSH Position: Q3 2025 in Review

Hemington Wealth Management reduced its Marsh (MRSH) stake by 9% in Q3 2025, selling an estimated $14K and leaving 690 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #195.

Hemington Wealth Management first reported a position in MRSH in Q3 2024 and has held it in 5 quarters since. The position peaked at $201K in Q1 2025. 1,572 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Hemington Wealth Management held 690 shares of Marsh worth $139K as of Q3 2025.
  • Hemington Wealth Management sold 68 Marsh shares in Q3 2025, an estimated $14K.
  • Marsh made up 0.02% of Hemington Wealth Management's portfolio in Q3 2025, its #195 holding.
  • Hemington Wealth Management first reported a position in Marsh in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Marsh position peaked at $201K in Q1 2025.
  • 1,572 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.