MW
MRSH

Marcum Wealth’s Marsh MRSH Stock Holding History

Marcum Wealth’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 		$331K Sell
1,355
-5
-0.4% -$1.13K 0.03% 266
2024
Q4 		$289K Sell
1,360
-2
-0.1% -$444 0.03% 288
2024
Q3 		$304K Sell
1,362
-230
-14% -$51.1K 0.03% 282
2024
Q2 		$335K Buy
1,592
+324
+26% +$66.6K 0.03% 250
2024
Q1 		$261K Buy
1,268
+102
+9% +$20.3K 0.03% 296
2023
Q4 		$221K Sell
1,166
-36
-3% -$6.96K 0.02% 313
2023
Q3 		$229K Sell
1,202
-27
-2% -$5.17K 0.03% 296
2023
Q2 		$231K Sell
1,229
-11
-0.9% -$1.95K 0.03% 300
2023
Q1 		$207K Buy
+1,240
New +$207K 0.03% 320

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marcum Wealth's MRSH Position: Q1 2025 in Review

Marcum Wealth reduced its Marsh (MRSH) stake by 0.37% in Q1 2025, selling an estimated $1.13K and leaving 1,355 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #266.

Marcum Wealth first reported a position in MRSH in Q1 2023 and has held it in 9 quarters since. The position peaked at $335K in Q2 2024. 1,623 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Marcum Wealth held 1,355 shares of Marsh worth $331K as of Q1 2025.
  • Marcum Wealth sold 5 Marsh shares in Q1 2025, an estimated $1.13K.
  • Marsh made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #266 holding.
  • Marcum Wealth first reported a position in Marsh in Q1 2023 and has held it in 9 quarters since.
  • Marcum Wealth's Marsh position peaked at $335K in Q2 2024.
  • 1,623 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.