Mitchell & Pahl Private Wealth’s Marsh MRSH Stock Holding History

Mitchell & Pahl Private 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	-1,006	Closed	-$203K	–	144
2025 Q3	$203K	Sell	1,006 -24	-2%	-$4.94K	0.09%	144
2025 Q2	$225K	Sell	1,030 -162	-14%	-$36.6K	0.1%	142
2025 Q1	$291K	Sell	1,192 -207	-15%	-$47K	0.14%	139
2024 Q4	$297K	Sell	1,399 -131	-9%	-$29.1K	0.14%	137
2024 Q3	$341K	Sell	1,530 -27	-2%	-$5.99K	0.16%	135
2024 Q2	$328K	Sell	1,557 -125	-7%	-$25.7K	0.17%	132
2024 Q1	$346K	Sell	1,682 -71	-4%	-$14.2K	0.18%	131
2023 Q4	$332K	Sell	1,753 -22	-1%	-$4.25K	0.19%	131
2023 Q3	$338K	Sell	1,775 -46	-3%	-$8.82K	0.2%	133
2023 Q2	$342K	Sell	1,821 -21	-1%	-$3.73K	0.21%	133
2023 Q1	$307K	Hold	1,842	–	–	0.19%	138
2022 Q4	$305K	Hold	1,842	–	–	0.2%	135
2022 Q3	$275K	Hold	1,842	–	–	0.2%	135
2022 Q2	$286K	Sell	1,842 -49	-3%	-$7.85K	0.2%	137
2022 Q1	$322K	Sell	1,891 -59	-3%	-$9.3K	0.21%	136
2021 Q4	$339K	Hold	1,950	–	–	0.22%	126
2021 Q3	$295K	Hold	1,950	–	–	0.21%	130
2021 Q2	$274K	Hold	1,950	–	–	0.2%	131
2021 Q1	$238K	Sell	1,950 -10	-0.5%	-$1.15K	0.18%	133
2020 Q4	$229K	Buy	+1,960	New	+$223K	0.19%	132

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Mitchell & Pahl Private Wealth's MRSH Position: Q4 2025 in Review

Mitchell & Pahl Private Wealth sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,006 shares — an estimated $203K sold.

Mitchell & Pahl Private Wealth first reported a position in MRSH in Q4 2020 and held it in 20 quarters. The position peaked at $346K in Q1 2024. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

Mitchell & Pahl Private Wealth reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 1,006 Marsh shares in Q4 2025, an estimated $203K.
Mitchell & Pahl Private Wealth first reported a position in Marsh in Q4 2020 and held it in 20 quarters.
Mitchell & Pahl Private Wealth's Marsh position peaked at $346K in Q1 2024.
1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.