OWP
MRSH

Obermeyer Wealth Partners’s Marsh MRSH Stock Holding History

Obermeyer 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
2025
Q4 		– Sell
-1,059
Closed -$213K – 303
2025
Q3 		$213K Hold
1,059
– – 0.01% 277
2025
Q2 		$232K Buy
1,059
+35
+3% +$7.9K 0.01% 254
2025
Q1 		$250K Sell
1,024
-22
-2% -$4.99K 0.01% 222
2024
Q4 		$222K Buy
1,046
+22
+2% +$4.88K 0.01% 236
2024
Q3 		$228K Hold
1,024
– – 0.01% 235
2024
Q2 		$216K Hold
1,024
– – 0.01% 233
2024
Q1 		$211K Buy
+1,024
New +$204K 0.01% 238
2023
Q3 		– Sell
-1,290
Closed -$243K – 226
2023
Q2 		$243K Hold
1,290
– – 0.02% 185
2023
Q1 		$215K Hold
1,290
– – 0.02% 201
2022
Q4 		$213K Buy
+1,290
New +$211K 0.02% 207
2022
Q3 		– Sell
-1,290
Closed -$200K – 227
2022
Q2 		$200K Buy
1,290
+40
+3% +$6.41K 0.01% 197
2022
Q1 		$213K Hold
1,250
– – 0.01% 216
2021
Q4 		$217K Buy
+1,250
New +$208K 0.01% 217
2018
Q1 		– Sell
-3,250
Closed -$265K – 119
2017
Q4 		$265K Hold
3,250
– – 0.02% 104
2017
Q3 		$272K Hold
3,250
– – 0.02% 100
2017
Q2 		$253K Sell
3,250
-400
-11% -$30.2K 0.02% 107
2017
Q1 		$270K Sell
3,650
-17
-0.5% -$1.22K 0.02% 105
2016
Q4 		$248K Hold
3,667
– – 0.02% 119
2016
Q3 		$247K Hold
3,667
– – 0.02% 112
2016
Q2 		$251K Sell
3,667
-2,000
-35% -$128K 0.03% 111
2016
Q1 		$344K Hold
5,667
– – 0.03% 91
2015
Q4 		$314K Hold
5,667
– – 0.03% 97
2015
Q3 		$296K Hold
5,667
– – 0.03% 98
2015
Q2 		$321K Hold
5,667
– – 0.03% 103
2015
Q1 		$318K Hold
5,667
– – 0.03% 111
2014
Q4 		$324K Buy
+5,667
New +$311K 0.03% 114

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Obermeyer Wealth Partners's MRSH Position: Q4 2025 in Review

Obermeyer Wealth Partners sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,059 shares — an estimated $213K sold.

Obermeyer Wealth Partners first reported a position in MRSH in Q4 2014 and held it in 26 quarters. The position peaked at $344K in Q1 2016. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Obermeyer Wealth Partners reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,059 Marsh shares in Q4 2025, an estimated $213K.
  • Obermeyer Wealth Partners first reported a position in Marsh in Q4 2014 and held it in 26 quarters.
  • Obermeyer Wealth Partners's Marsh position peaked at $344K in Q1 2016.
  • 1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.