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Portside Wealth Group’s Marsh MRSH Stock Holding History

Portside Wealth Group’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
-1,000
Closed -$202K – 492
2025
Q3 		$202K Sell
1,000
-301
-23% -$61.9K 0.03% 462
2025
Q2 		$284K Buy
1,301
+26
+2% +$5.87K 0.04% 370
2025
Q1 		$311K Buy
+1,275
New +$289K 0.05% 324

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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Portside Wealth Group's MRSH Position: Q4 2025 in Review

Portside Wealth Group sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,000 shares — an estimated $202K sold.

Portside Wealth Group first reported a position in MRSH in Q1 2025 and held it in 3 quarters. The position peaked at $311K in Q1 2025. 1,595 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Portside Wealth Group reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Portside Wealth Group sold 1,000 Marsh shares in Q4 2025, an estimated $202K.
  • Portside Wealth Group first reported a position in Marsh in Q1 2025 and held it in 3 quarters.
  • Portside Wealth Group's Marsh position peaked at $311K in Q1 2025.
  • 1,595 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Portside Wealth Group's 13F filing for Q4 2025, filed 21 Jan 2026.