MWA
MRSH

Mills Wealth Advisors’s Marsh MRSH Stock Holding History

Mills 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
Q4 		– Sell
-1,378
Closed -$278K – 73
2025
Q3 		$278K Buy
+1,378
New +$283K 0.11% 57
2025
Q2 		– Sell
-895
Closed -$218K – 72
2025
Q1 		$218K Buy
+895
New +$203K 0.12% 59
2024
Q4 		– Sell
-905
Closed -$202K – 63
2024
Q3 		$202K Buy
+905
New +$201K 0.14% 52

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mills Wealth Advisors's MRSH Position: Q4 2025 in Review

Mills Wealth Advisors sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,378 shares — an estimated $278K sold.

Mills Wealth Advisors first reported a position in MRSH in Q3 2024 and held it in 3 quarters. The position peaked at $278K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Mills Wealth Advisors reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Mills Wealth Advisors sold 1,378 Marsh shares in Q4 2025, an estimated $278K.
  • Mills Wealth Advisors first reported a position in Marsh in Q3 2024 and held it in 3 quarters.
  • Mills Wealth Advisors's Marsh position peaked at $278K in Q3 2025.
  • 1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Mills Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.