PWM
MRSH

Parkworth Wealth Management’s Marsh MRSH Stock Holding History

Parkworth 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
Q2 		$2.84K Buy
13
+7
+117% +$1.58K ﹤0.01% 225
2025
Q1 		$1.46K Hold
6
– – ﹤0.01% 208
2024
Q4 		$1.27K Buy
+6
New +$1.33K ﹤0.01% 239

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parkworth Wealth Management's MRSH Position: Q2 2025 in Review

Parkworth Wealth Management increased its Marsh (MRSH) stake by 117% in Q2 2025, buying an estimated $1.58K and bringing the position to 13 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Parkworth Wealth Management first reported a position in MRSH in Q4 2024 and has held it in 3 quarters since. 1,606 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Parkworth Wealth Management held 13 shares of Marsh worth $2.84K as of Q2 2025.
  • Parkworth Wealth Management bought 7 Marsh shares in Q2 2025, an estimated $1.58K.
  • Marsh made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #225 holding.
  • Parkworth Wealth Management first reported a position in Marsh in Q4 2024 and has held it in 3 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.