Optimum Investment Advisors’s Marsh MRSH Stock Holding History

Optimum Investment Advisors’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 Q2	–	Sell	-8	Closed	-$1.95K	–	629
2025 Q1	$1.95K	Buy	+8	New	+$1.81K	﹤0.01%	597
2023 Q2	–	Sell	-9	Closed	-$1.5K	–	738
2023 Q1	$1.5K	Hold	9	–	–	﹤0.01%	682
2022 Q4	$1.49K	Hold	9	–	–	﹤0.01%	694
2022 Q3	$1K	Buy	+9	New	+$1.44K	﹤0.01%	774
2015 Q1	$75K	Hold	1,346	–	–	0.02%	425
2014 Q4	$77K	Hold	1,346	–	–	0.02%	412
2014 Q3	$70K	Hold	1,346	–	–	0.02%	406
2014 Q2	$70K	Hold	1,346	–	–	0.02%	414
2014 Q1	$66K	Hold	1,346	–	–	0.02%	361
2013 Q4	$65K	Hold	1,346	–	–	0.02%	359
2013 Q3	$59K	Buy	+1,346	New	+$56.6K	0.02%	351

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Optimum Investment Advisors's MRSH Position: Q2 2025 in Review

Optimum Investment Advisors sold out of Marsh (MRSH) in Q2 2025, closing a stake of 8 shares — an estimated $1.95K sold.

Optimum Investment Advisors first reported a position in MRSH in Q3 2013 and held it in 11 quarters. The position peaked at $77K in Q4 2014. 1,607 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

Optimum Investment Advisors reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
Optimum Investment Advisors sold 8 Marsh shares in Q2 2025, an estimated $1.95K.
Optimum Investment Advisors first reported a position in Marsh in Q3 2013 and held it in 11 quarters.
Optimum Investment Advisors's Marsh position peaked at $77K in Q4 2014.
1,607 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.