OWM
MRSH

Opes Wealth Management’s Marsh MRSH Stock Holding History

Opes 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
-3,688
Closed -$806K – 147
2025
Q2 		$806K Buy
+3,688
New +$833K 0.14% 79

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

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

Opes Wealth Management sold out of Marsh (MRSH) in Q3 2025, closing a stake of 3,688 shares — an estimated $806K sold.

Opes Wealth Management first reported a position in MRSH in Q2 2025 and held it in 1 quarter. The position peaked at $806K in Q2 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Opes Wealth Management reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Opes Wealth Management sold 3,688 Marsh shares in Q3 2025, an estimated $806K.
  • Opes Wealth Management first reported a position in Marsh in Q2 2025 and held it in 1 quarter.
  • Opes Wealth Management's Marsh position peaked at $806K in Q2 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Opes Wealth Management's 13F filing for Q3 2025, filed 24 Nov 2025.