MinichMacGregor Wealth Management’s Marsh MRSH Stock Holding History

MinichMacGregor 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 Q3	–	Sell	-23,327	Closed	-$5.1M	–	146
2025 Q2	$5.1M	Sell	23,327 -2,160	-8%	-$488K	1.09%	35
2025 Q1	$6.22M	Sell	25,487 -13,661	-35%	-$3.1M	1.39%	28
2024 Q4	$8.32M	Buy	39,148 +1,473	+4%	+$327K	1.73%	25
2024 Q3	$8.4M	Buy	37,675 +970	+3%	+$215K	1.8%	27
2024 Q2	$7.73M	Buy	36,705 +4,487	+14%	+$922K	1.89%	27
2024 Q1	$6.57M	Buy	+32,218	New	+$6.42M	1.68%	31
2017 Q4	–	Sell	-10	Closed	–	–	511
2017 Q3	$0	Buy	+10	New	+$793	﹤0.01%	504

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

MinichMacGregor Wealth Management's MRSH Position: Q3 2025 in Review

MinichMacGregor Wealth Management sold out of Marsh (MRSH) in Q3 2025, closing a stake of 23,327 shares — an estimated $5.1M sold.

MinichMacGregor Wealth Management first reported a position in MRSH in Q3 2017 and held it in 7 quarters. The position peaked at $8.4M in Q3 2024. 1,572 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

MinichMacGregor Wealth Management reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 23,327 Marsh shares in Q3 2025, an estimated $5.1M.
MinichMacGregor Wealth Management first reported a position in Marsh in Q3 2017 and held it in 7 quarters.
MinichMacGregor Wealth Management's Marsh position peaked at $8.4M in Q3 2024.
1,572 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.