MWA
MRSH

Medallion Wealth Advisors’s Marsh MRSH Stock Holding History

Medallion Wealth 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
Q1 		– Sell
-1,275
Closed -$271K – 1094
2024
Q4 		$271K Buy
+1,275
New +$283K 0.13% 156

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

Medallion Wealth Advisors's MRSH Position: Q1 2025 in Review

Medallion Wealth Advisors sold out of Marsh (MRSH) in Q1 2025, closing a stake of 1,275 shares — an estimated $271K sold.

Medallion Wealth Advisors first reported a position in MRSH in Q4 2024 and held it in 1 quarter. The position peaked at $271K in Q4 2024. 1,622 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Medallion Wealth Advisors reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 1,275 Marsh shares in Q1 2025, an estimated $271K.
  • Medallion Wealth Advisors first reported a position in Marsh in Q4 2024 and held it in 1 quarter.
  • Medallion Wealth Advisors's Marsh position peaked at $271K in Q4 2024.
  • 1,622 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Medallion Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2026.