PWP
MRSH

PrairieView Wealth Partners’s Marsh MRSH Stock Holding History

PrairieView Wealth Partners’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 		– Sell
-833
Closed -$203K – 29
2025
Q1 		$203K Buy
+833
New +$189K 0.25% 21
2024
Q4 		– Sell
-1,063
Closed -$237K – 21
2024
Q3 		$237K Buy
1,063
+60
+6% +$13.3K 0.26% 17
2024
Q2 		$211K Hold
1,003
– – 0.18% 17
2024
Q1 		$207K Buy
+1,003
New +$200K 0.19% 17

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

PrairieView Wealth Partners's MRSH Position: Q2 2025 in Review

PrairieView Wealth Partners sold out of Marsh (MRSH) in Q2 2025, closing a stake of 833 shares — an estimated $203K sold.

PrairieView Wealth Partners first reported a position in MRSH in Q1 2024 and held it in 4 quarters. The position peaked at $237K in Q3 2024. 1,607 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • PrairieView Wealth Partners reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • PrairieView Wealth Partners sold 833 Marsh shares in Q2 2025, an estimated $203K.
  • PrairieView Wealth Partners first reported a position in Marsh in Q1 2024 and held it in 4 quarters.
  • PrairieView Wealth Partners's Marsh position peaked at $237K in Q3 2024.
  • 1,607 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on PrairieView Wealth Partners's 13F filing for Q2 2025, filed 7 Aug 2025.