PIA
MRSH

Pinion Investment Advisors’s Marsh MRSH Stock Holding History

Pinion 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
Q3 		– Sell
-928
Closed -$203K – 177
2025
Q2 		$203K Buy
928
+87
+10% +$19.6K 0.07% 159
2025
Q1 		$205K Buy
+841
New +$191K 0.05% 147

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pinion Investment Advisors's MRSH Position: Q3 2025 in Review

Pinion Investment Advisors sold out of Marsh (MRSH) in Q3 2025, closing a stake of 928 shares — an estimated $203K sold.

Pinion Investment Advisors first reported a position in MRSH in Q1 2025 and held it in 2 quarters. The position peaked at $205K in Q1 2025. 1,572 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Pinion Investment Advisors reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Pinion Investment Advisors sold 928 Marsh shares in Q3 2025, an estimated $203K.
  • Pinion Investment Advisors first reported a position in Marsh in Q1 2025 and held it in 2 quarters.
  • Pinion Investment Advisors's Marsh position peaked at $205K in Q1 2025.
  • 1,572 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Pinion Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.