IWA
MRSH

IBEX Wealth Advisors’s Marsh MRSH Stock Holding History

IBEX 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
Q1 		– Sell
-1,259
Closed -$267K – 177
2024
Q4 		$267K Buy
+1,259
New +$279K 0.03% 187
2024
Q3 		– Sell
-1,127
Closed -$237K – 196
2024
Q2 		$237K Buy
+1,127
New +$232K 0.04% 122
2019
Q3 		– Sell
-493
Closed -$49K – 267
2019
Q2 		$49K Buy
+493
New +$47.2K 0.01% 228

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IBEX Wealth Advisors's MRSH Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Marsh (MRSH) in Q1 2025, closing a stake of 1,259 shares — an estimated $267K sold.

IBEX Wealth Advisors first reported a position in MRSH in Q2 2019 and held it in 3 quarters. The position peaked at $267K in Q4 2024. 1,627 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,259 Marsh shares in Q1 2025, an estimated $267K.
  • IBEX Wealth Advisors first reported a position in Marsh in Q2 2019 and held it in 3 quarters.
  • IBEX Wealth Advisors's Marsh position peaked at $267K in Q4 2024.
  • 1,627 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.