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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Horizons Wealth Management sold out of Marsh (MRSH) in Q3 2025, closing a stake of 44 shares — an estimated $9.62K sold.

Horizons Wealth Management first reported a position in MRSH in Q2 2022 and held it in 13 quarters. The position peaked at $10.7K in Q1 2025. 1,577 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

Horizons Wealth Management reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
Horizons Wealth Management sold 44 Marsh shares in Q3 2025, an estimated $9.62K.
Horizons Wealth Management first reported a position in Marsh in Q2 2022 and held it in 13 quarters.
Horizons Wealth Management's Marsh position peaked at $10.7K in Q1 2025.
1,577 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Horizons Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.