McGlone Suttner Wealth Management’s Marsh MRSH Stock Holding History

McGlone Suttner 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	-1,058	Closed	-$213K	–	197
2025 Q3	$213K	Buy	1,058 +4	+0.4%	+$823	0.03%	190
2025 Q2	$230K	Buy	1,054 +29	+3%	+$6.55K	0.03%	178
2025 Q1	$250K	Buy	1,025 +14	+1%	+$3.18K	0.04%	162
2024 Q4	$215K	Buy	1,011 +22	+2%	+$4.88K	0.04%	167
2024 Q3	$221K	Buy	+989	New	+$220K	0.05%	157
2024 Q2	–	Sell	-1,005	Closed	-$207K	–	170
2024 Q1	$207K	Buy	1,005 +25	+3%	+$4.98K	0.04%	160
2023 Q4	$186K	Buy	+980	New	+$189K	0.04%	166

Other funds holding MRSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

McGlone Suttner Wealth Management's MRSH Position: Q4 2025 in Review

McGlone Suttner Wealth Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,058 shares — an estimated $213K sold.

McGlone Suttner Wealth Management first reported a position in MRSH in Q4 2023 and held it in 7 quarters. The position peaked at $250K in Q1 2025. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

McGlone Suttner Wealth Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
McGlone Suttner Wealth Management sold 1,058 Marsh shares in Q4 2025, an estimated $213K.
McGlone Suttner Wealth Management first reported a position in Marsh in Q4 2023 and held it in 7 quarters.
McGlone Suttner Wealth Management's Marsh position peaked at $250K in Q1 2025.
1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on McGlone Suttner Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.