LGWM
MRSH

Litman Gregory Wealth Management’s Marsh MRSH Stock Holding History

Litman Gregory 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 		$295K Hold
1,589
– – 0.02% 125
2025
Q3 		$320K Hold
1,589
– – 0.02% 119
2025
Q2 		$347K Hold
1,589
– – 0.03% 111
2025
Q1 		$388K Sell
1,589
-211
-12% -$47.9K 0.03% 104
2024
Q4 		$382K Hold
1,800
– – 0.03% 100
2024
Q3 		$402K Hold
1,800
– – 0.03% 100
2024
Q2 		$379K Hold
1,800
– – 0.03% 101
2024
Q1 		$371K Hold
1,800
– – 0.03% 104
2023
Q4 		$341K Hold
1,800
– – 0.03% 102
2023
Q3 		$343K Hold
1,800
– – 0.04% 98
2023
Q2 		$339K Buy
+1,800
New +$319K 0.04% 69
2023
Q1 		– Sell
-1,800
Closed -$298K – 75
2022
Q4 		$298K Hold
1,800
– – 0.04% 69
2022
Q3 		$269K Hold
1,800
– – 0.04% 70
2022
Q2 		$279K Buy
+1,800
New +$288K 0.04% 80
2022
Q1 		– Sell
-1,800
Closed -$313K – 73
2021
Q4 		$313K Hold
1,800
– – 0.05% 65
2021
Q3 		$273K Buy
1,800
+1,547
+611% +$234K 0.05% 62
2021
Q2 		$253K Sell
253
-1,547
-86% -$207K 0.05% 66
2021
Q1 		$219K Hold
1,800
– – 0.04% 59
2020
Q4 		$211K Hold
1,800
– – 0.04% 58
2020
Q3 		$206K Hold
1,800
– – 0.04% 57
2020
Q2 		$193K Hold
1,800
– – 0.04% 56
2020
Q1 		$156K Hold
1,800
– – 0.04% 53
2019
Q4 		$201K Sell
1,800
-479
-21% -$50K 0.04% 50
2019
Q3 		$228K Sell
2,279
-603
-21% -$60.3K 0.06% 43
2019
Q2 		$287K Buy
+2,882
New +$276K 0.08% 42

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

Litman Gregory Wealth Management's MRSH Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Marsh (MRSH) position steady in Q4 2025 at 1,589 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #125.

Litman Gregory Wealth Management first reported a position in MRSH in Q2 2019 and has held it in 25 quarters since. The position peaked at $402K in Q3 2024. 1,592 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Litman Gregory Wealth Management held 1,589 shares of Marsh worth $295K as of Q4 2025.
  • Litman Gregory Wealth Management left its Marsh share count unchanged in Q4 2025.
  • Marsh made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #125 holding.
  • Litman Gregory Wealth Management first reported a position in Marsh in Q2 2019 and has held it in 25 quarters since.
  • Litman Gregory Wealth Management's Marsh position peaked at $402K in Q3 2024.
  • 1,592 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.