MAG
MRSH

Members Advisory Group’s Marsh MRSH Stock Holding History

Members Advisory Group’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
-1,010
Closed -$204K – 40
2025
Q3 		$204K Hold
1,010
– – 0.07% 40
2025
Q2 		$221K Hold
1,010
– – 0.08% 33
2025
Q1 		$246K Hold
1,010
– – 0.1% 30
2024
Q4 		$215K Buy
1,010
+3
+0.3% +$666 0.09% 33
2024
Q3 		$225K Buy
1,007
+4
+0.4% +$888 0.11% 31
2024
Q2 		$211K Buy
1,003
+3
+0.3% +$616 0.12% 30
2024
Q1 		$206K Buy
+1,000
New +$199K 0.12% 26

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

Members Advisory Group's MRSH Position: Q4 2025 in Review

Members Advisory Group sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,010 shares — an estimated $204K sold.

Members Advisory Group first reported a position in MRSH in Q1 2024 and held it in 7 quarters. The position peaked at $246K in Q1 2025. 1,593 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Members Advisory Group reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Members Advisory Group sold 1,010 Marsh shares in Q4 2025, an estimated $204K.
  • Members Advisory Group first reported a position in Marsh in Q1 2024 and held it in 7 quarters.
  • Members Advisory Group's Marsh position peaked at $246K in Q1 2025.
  • 1,593 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Members Advisory Group's 13F filing for Q4 2025, filed 27 Jan 2026.