PFA
MRSH

Peak Financial Advisors’s Marsh MRSH Stock Holding History

Peak Financial 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
Q3 		– Sell
-10,934
Closed -$2.39M – 96
2025
Q2 		$2.39M Buy
+10,934
New +$2.47M 1.22% 31

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

Peak Financial Advisors's MRSH Position: Q3 2025 in Review

Peak Financial Advisors sold out of Marsh (MRSH) in Q3 2025, closing a stake of 10,934 shares — an estimated $2.39M sold.

Peak Financial Advisors first reported a position in MRSH in Q2 2025 and held it in 1 quarter. The position peaked at $2.39M in Q2 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Peak Financial Advisors reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 10,934 Marsh shares in Q3 2025, an estimated $2.39M.
  • Peak Financial Advisors first reported a position in Marsh in Q2 2025 and held it in 1 quarter.
  • Peak Financial Advisors's Marsh position peaked at $2.39M in Q2 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Peak Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.