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Iron Horse Wealth Management’s Marsh MRSH Stock Holding History

Iron Horse 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
Q2 		$61K Hold
279
– – 0.02% 124
2025
Q1 		$68.1K Buy
279
+39
+16% +$8.85K 0.02% 106
2024
Q4 		$51K Hold
240
– – 0.02% 114
2024
Q3 		$53.5K Buy
240
+45
+23% +$9.99K 0.02% 105
2024
Q2 		$41.1K Buy
195
+171
+713% +$35.1K 0.02% 115
2024
Q1 		$4.94K Hold
24
– – ﹤0.01% 254
2023
Q4 		$4.55K Hold
24
– – ﹤0.01% 274
2023
Q3 		$4.57K Buy
+24
New +$4.6K ﹤0.01% 275

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iron Horse Wealth Management's MRSH Position: Q2 2025 in Review

Iron Horse Wealth Management held its Marsh (MRSH) position steady in Q2 2025 at 279 shares worth $61K. The position accounts for 0.02% of the portfolio, ranked #124.

Iron Horse Wealth Management first reported a position in MRSH in Q3 2023 and has held it in 8 quarters since. The position peaked at $68.1K in Q1 2025. 1,610 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Iron Horse Wealth Management held 279 shares of Marsh worth $61K as of Q2 2025.
  • Iron Horse Wealth Management left its Marsh share count unchanged in Q2 2025.
  • Marsh made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #124 holding.
  • Iron Horse Wealth Management first reported a position in Marsh in Q3 2023 and has held it in 8 quarters since.
  • Iron Horse Wealth Management's Marsh position peaked at $68.1K in Q1 2025.
  • 1,610 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.