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National Wealth Management Group’s Marsh MRSH Stock Holding History

National Wealth Management Group’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 		– Sell
-2,285
Closed -$558K – 174
2025
Q1 		$558K Buy
+2,285
New +$518K 0.37% 65
2023
Q4 		– Sell
-2,422
Closed -$461K – 148
2023
Q3 		$461K Buy
+2,422
New +$464K 0.5% 59
2023
Q2 		– Sell
-2,831
Closed -$513K – 162
2023
Q1 		$513K Buy
+2,831
New +$472K 0.59% 45

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
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

National Wealth Management Group's MRSH Position: Q2 2025 in Review

National Wealth Management Group sold out of Marsh (MRSH) in Q2 2025, closing a stake of 2,285 shares — an estimated $558K sold.

National Wealth Management Group first reported a position in MRSH in Q1 2023 and held it in 3 quarters. The position peaked at $558K in Q1 2025. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • National Wealth Management Group reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • National Wealth Management Group sold 2,285 Marsh shares in Q2 2025, an estimated $558K.
  • National Wealth Management Group first reported a position in Marsh in Q1 2023 and held it in 3 quarters.
  • National Wealth Management Group's Marsh position peaked at $558K in Q1 2025.
  • 1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on National Wealth Management Group's 13F filing for Q2 2025, filed 25 Sep 2025.