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MONECO Advisors’s Marsh MRSH Stock Holding History

MONECO 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
Q3 		– Sell
-1,009
Closed -$221K – 506
2025
Q2 		$221K Buy
1,009
+20
+2% +$4.51K 0.02% 439
2025
Q1 		$241K Sell
989
-91
-8% -$20.6K 0.03% 410
2024
Q4 		$229K Buy
1,080
+113
+12% +$25.1K 0.02% 423
2024
Q3 		$216K Buy
967
+5
+0.5% +$1.11K 0.03% 408
2024
Q2 		$203K Buy
+962
New +$198K 0.03% 408

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MONECO Advisors's MRSH Position: Q3 2025 in Review

MONECO Advisors sold out of Marsh (MRSH) in Q3 2025, closing a stake of 1,009 shares — an estimated $221K sold.

MONECO Advisors first reported a position in MRSH in Q2 2024 and held it in 5 quarters. The position peaked at $241K in Q1 2025. 1,577 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • MONECO Advisors reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • MONECO Advisors sold 1,009 Marsh shares in Q3 2025, an estimated $221K.
  • MONECO Advisors first reported a position in Marsh in Q2 2024 and held it in 5 quarters.
  • MONECO Advisors's Marsh position peaked at $241K in Q1 2025.
  • 1,577 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on MONECO Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.