OHWP
MRSH

Oak Harbor Wealth Partners’s Marsh MRSH Stock Holding History

Oak Harbor Wealth Partners’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
2022
Q1 		– Sell
-4,000
Closed -$695K – 239
2021
Q4 		$695K Buy
+4,000
New +$664K 0.24% 82

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Oak Harbor Wealth Partners's MRSH Position: Q2 2025 in Review

Oak Harbor Wealth Partners sold out of Marsh (MRSH) in Q2 2025, closing a stake of 847 shares — an estimated $207K sold.

Oak Harbor Wealth Partners first reported a position in MRSH in Q4 2021 and held it in 2 quarters. The position peaked at $207K in Q1 2025. 1,607 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Oak Harbor Wealth Partners reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 847 Marsh shares in Q2 2025, an estimated $207K.
  • Oak Harbor Wealth Partners first reported a position in Marsh in Q4 2021 and held it in 2 quarters.
  • Oak Harbor Wealth Partners's Marsh position peaked at $207K in Q1 2025.
  • 1,607 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.