MW
MRSH

Members Wealth’s Marsh MRSH Stock Holding History

Members 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
Q4 		– Sell
-1,014
Closed -$204K – 111
2025
Q3 		$204K Buy
+1,014
New +$209K 0.13% 103
2025
Q1 		$303K Sell
1,243
-261
-17% -$59.2K 0.23% 79
2024
Q4 		$344K Buy
+1,504
New +$334K 0.26% 75
2024
Q2 		$243K Buy
+1,138
New +$234K 0.16% 90

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 Wealth's MRSH Position: Q4 2025 in Review

Members Wealth sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,014 shares — an estimated $204K sold.

Members Wealth first reported a position in MRSH in Q2 2024 and held it in 4 quarters. The position peaked at $344K in Q4 2024. 1,591 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Members Wealth reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Members Wealth sold 1,014 Marsh shares in Q4 2025, an estimated $204K.
  • Members Wealth first reported a position in Marsh in Q2 2024 and held it in 4 quarters.
  • Members Wealth's Marsh position peaked at $344K in Q4 2024.
  • 1,591 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Members Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.