MLA
MRSH

My Legacy Advisors’s Marsh MRSH Stock Holding History

My Legacy 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
Q2 		$683K Buy
3,181
+361
+13% +$81.5K 0.24% 116
2025
Q1 		$688K Buy
2,820
+33
+1% +$7.49K 0.27% 114
2024
Q4 		$592K Buy
2,787
+332
+14% +$73.7K 0.23% 117
2024
Q3 		$548K Sell
2,455
-204
-8% -$45.3K 0.22% 125
2024
Q2 		$560K Buy
2,659
+675
+34% +$139K 0.18% 142
2024
Q1 		$409K Buy
1,984
+375
+23% +$74.7K 0.14% 168
2023
Q4 		$310K Buy
+1,609
New +$311K 0.11% 180

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

My Legacy Advisors's MRSH Position: Q2 2025 in Review

My Legacy Advisors increased its Marsh (MRSH) stake by 13% in Q2 2025, buying an estimated $81.5K and bringing the position to 3,181 shares worth $683K. The position accounts for 0.24% of the portfolio, ranked #116.

My Legacy Advisors first reported a position in MRSH in Q4 2023 and has held it in 7 quarters since. The position peaked at $688K in Q1 2025. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • My Legacy Advisors held 3,181 shares of Marsh worth $683K as of Q2 2025.
  • My Legacy Advisors bought 361 Marsh shares in Q2 2025, an estimated $81.5K.
  • Marsh made up 0.24% of My Legacy Advisors's portfolio in Q2 2025, its #116 holding.
  • My Legacy Advisors first reported a position in Marsh in Q4 2023 and has held it in 7 quarters since.
  • My Legacy Advisors's Marsh position peaked at $688K in Q1 2025.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.