HWM
MRSH

Horizons Wealth Management’s Marsh MRSH Stock Holding History

Horizons 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 		– Sell
-44
Closed -$9.62K – 175
2025
Q2 		$9.62K Hold
44
– – 0.01% 144
2025
Q1 		$10.7K Hold
44
– – 0.01% 138
2024
Q4 		$9.35K Hold
44
– – 0.01% 135
2024
Q3 		$9.82K Hold
44
– – 0.01% 139
2024
Q2 		$9.54K Hold
44
– – 0.01% 137
2024
Q1 		$8.34K Hold
44
– – 0.01% 137
2023
Q4 		$8.34K Hold
44
– – 0.01% 137
2023
Q3 		$8.37K Hold
44
– – 0.01% 138
2023
Q2 		$8.28K Buy
44
+16
+57% +$2.84K 0.01% 158
2023
Q1 		$4.66K Hold
28
– – ﹤0.01% 142
2022
Q4 		$5K Hold
28
– – ﹤0.01% 140
2022
Q3 		$4K Hold
28
– – ﹤0.01% 141
2022
Q2 		$5K Buy
+28
New +$4.49K ﹤0.01% 140

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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