IA
MRSH

IAM Advisory’s Marsh MRSH Stock Holding History

IAM Advisory’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
-8,834
Closed -$1.78M – 108
2025
Q3 		$1.78M Buy
8,834
+233
+3% +$47.9K 0.4% 42
2025
Q2 		$1.88M Buy
8,601
+372
+5% +$84K 0.45% 37
2025
Q1 		$2.01M Sell
8,229
-13
-0.2% -$2.95K 0.52% 32
2024
Q4 		$1.75M Buy
8,242
+174
+2% +$38.6K 0.44% 42
2024
Q3 		$1.8M Buy
8,068
+161
+2% +$35.7K 0.45% 42
2024
Q2 		$1.67M Buy
7,907
+180
+2% +$37K 0.45% 43
2024
Q1 		$1.59M Buy
+7,727
New +$1.54M 0.44% 43

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 $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

IAM Advisory's MRSH Position: Q4 2025 in Review

IAM Advisory sold out of Marsh (MRSH) in Q4 2025, closing a stake of 8,834 shares — an estimated $1.78M sold.

IAM Advisory first reported a position in MRSH in Q1 2024 and held it in 7 quarters. The position peaked at $2.01M in Q1 2025. 1,592 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • IAM Advisory reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • IAM Advisory sold 8,834 Marsh shares in Q4 2025, an estimated $1.78M.
  • IAM Advisory first reported a position in Marsh in Q1 2024 and held it in 7 quarters.
  • IAM Advisory's Marsh position peaked at $2.01M in Q1 2025.
  • 1,592 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on IAM Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.