PWA
MRSH

Principia Wealth Advisory’s Marsh MRSH Stock Holding History

Principia Wealth Advisory’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 		$5.38K Buy
29
+11
+61% +$2.06K ﹤0.01% 262
2025
Q3 		$3.63K Sell
18
-25
-58% -$5.14K ﹤0.01% 327
2025
Q2 		$9.4K Buy
43
+23
+115% +$5.19K 0.01% 170
2025
Q1 		$4.59K Buy
20
+5
+33% +$1.13K ﹤0.01% 187
2024
Q4 		$3.19K Buy
+15
New +$3.33K ﹤0.01% 188

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

Principia Wealth Advisory's MRSH Position: Q4 2025 in Review

Principia Wealth Advisory increased its Marsh (MRSH) stake by 61% in Q4 2025, buying an estimated $2.06K and bringing the position to 29 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Principia Wealth Advisory first reported a position in MRSH in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.4K in Q2 2025. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Principia Wealth Advisory held 29 shares of Marsh worth $5.38K as of Q4 2025.
  • Principia Wealth Advisory bought 11 Marsh shares in Q4 2025, an estimated $2.06K.
  • Marsh made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #262 holding.
  • Principia Wealth Advisory first reported a position in Marsh in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Marsh position peaked at $9.4K in Q2 2025.
  • 1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.