OWM
MRSH

OneAscent Wealth Management’s Marsh MRSH Stock Holding History

OneAscent Wealth Management’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
-1,046
Closed -$229K – 187
2025
Q2 		$229K Buy
1,046
+60
+6% +$13.5K 0.08% 153
2025
Q1 		$241K Sell
986
-557
-36% -$126K 0.1% 123
2024
Q4 		$328K Buy
1,543
+415
+37% +$92.1K 0.14% 98
2024
Q3 		$252K Buy
+1,128
New +$250K 0.1% 152

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
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

OneAscent Wealth Management's MRSH Position: Q3 2025 in Review

OneAscent Wealth Management sold out of Marsh (MRSH) in Q3 2025, closing a stake of 1,046 shares — an estimated $229K sold.

OneAscent Wealth Management first reported a position in MRSH in Q3 2024 and held it in 4 quarters. The position peaked at $328K in Q4 2024. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • OneAscent Wealth Management reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,046 Marsh shares in Q3 2025, an estimated $229K.
  • OneAscent Wealth Management first reported a position in Marsh in Q3 2024 and held it in 4 quarters.
  • OneAscent Wealth Management's Marsh position peaked at $328K in Q4 2024.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on OneAscent Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.