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Independent Solutions Wealth Management’s Marsh MRSH Stock Holding History

Independent Solutions 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
Q4 		– Sell
-1,105
Closed -$223K – 179
2025
Q3 		$223K Buy
+1,105
New +$227K 0.04% 164

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 $3.38T AUM 44.17% 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

Independent Solutions Wealth Management's MRSH Position: Q4 2025 in Review

Independent Solutions Wealth Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,105 shares — an estimated $223K sold.

Independent Solutions Wealth Management first reported a position in MRSH in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Independent Solutions Wealth Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,105 Marsh shares in Q4 2025, an estimated $223K.
  • Independent Solutions Wealth Management first reported a position in Marsh in Q3 2025 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Marsh position peaked at $223K in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.