McClarren Financial Advisors’s Marsh MRSH Stock Holding History

McClarren Financial 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 Q2	–	Sell	-244	Closed	-$80K	–	205
2025 Q1	$80K	Buy	+244	New	+$55.4K	0.05%	113
2024 Q4	–	Sell	-223	Closed	-$73K	–	274
2024 Q3	$73K	Buy	223 +13	+6%	+$2.89K	0.01%	106
2024 Q2	$69K	Sell	210 -118	-36%	-$24.2K	0.05%	127
2024 Q1	$68K	Hold	328	–	–	0.05%	123
2023 Q4	$62K	Hold	328	–	–	0.05%	137
2023 Q3	$62K	Hold	328	–	–	0.05%	129
2023 Q2	$61K	Hold	328	–	–	0.05%	137
2023 Q1	$54K	Hold	328	–	–	0.05%	134
2022 Q4	$54K	Hold	328	–	–	0.05%	139
2022 Q3	$48K	Buy	+328	New	+$52.6K	0.05%	130
2022 Q2	–	Sell	-328	Closed	-$55K	–	172
2022 Q1	$55K	Hold	328	–	–	0.04%	119
2021 Q4	$58K	Hold	328	–	–	0.04%	127
2021 Q3	$49K	Hold	328	–	–	0.04%	115
2021 Q2	$46K	Hold	328	–	–	0.04%	121
2021 Q1	$40K	Hold	328	–	–	0.04%	122
2020 Q4	$38K	Buy	+328	New	+$37.3K	0.04%	115

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

McClarren Financial Advisors's MRSH Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Marsh (MRSH) in Q2 2025, closing a stake of 244 shares — an estimated $80K sold.

McClarren Financial Advisors first reported a position in MRSH in Q4 2020 and held it in 16 quarters. The position peaked at $80K in Q1 2025. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

McClarren Financial Advisors reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 244 Marsh shares in Q2 2025, an estimated $80K.
McClarren Financial Advisors first reported a position in Marsh in Q4 2020 and held it in 16 quarters.
McClarren Financial Advisors's Marsh position peaked at $80K in Q1 2025.
1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.