OF
MRSH

Optimize Financial’s Marsh MRSH Stock Holding History

Optimize Financial’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
-1,563
Closed -$342K – 395
2025
Q2 		$342K Sell
1,563
-10
-0.6% -$2.26K 0.21% 150
2025
Q1 		$384K Buy
+1,573
New +$357K 0.14% 116

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

Optimize Financial's MRSH Position: Q3 2025 in Review

Optimize Financial sold out of Marsh (MRSH) in Q3 2025, closing a stake of 1,563 shares — an estimated $342K sold.

Optimize Financial first reported a position in MRSH in Q1 2025 and held it in 2 quarters. The position peaked at $384K in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Optimize Financial reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 1,563 Marsh shares in Q3 2025, an estimated $342K.
  • Optimize Financial first reported a position in Marsh in Q1 2025 and held it in 2 quarters.
  • Optimize Financial's Marsh position peaked at $384K in Q1 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.