PWM
MRSH

Pines Wealth Management’s Marsh MRSH Stock Holding History

Pines 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
Q4 		– Sell
-1,051
Closed -$212K – 232
2025
Q3 		$212K Sell
1,051
-65
-6% -$13.4K 0.07% 214
2025
Q2 		$240K Sell
1,116
-59
-5% -$13.3K 0.08% 199
2025
Q1 		$259K Sell
1,175
-58
-5% -$13.2K 0.12% 167
2024
Q4 		$258K Buy
+1,233
New +$274K 0.11% 171

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pines Wealth Management's MRSH Position: Q4 2025 in Review

Pines Wealth Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,051 shares — an estimated $212K sold.

Pines Wealth Management first reported a position in MRSH in Q4 2024 and held it in 4 quarters. The position peaked at $259K in Q1 2025. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Pines Wealth Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Pines Wealth Management sold 1,051 Marsh shares in Q4 2025, an estimated $212K.
  • Pines Wealth Management first reported a position in Marsh in Q4 2024 and held it in 4 quarters.
  • Pines Wealth Management's Marsh position peaked at $259K in Q1 2025.
  • 1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Pines Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.