PWP
MRSH

Principle Wealth Partners’s Marsh MRSH Stock Holding History

Principle 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
Q4 		– Sell
-1,321
Closed -$266K – 379
2025
Q3 		$266K Sell
1,321
-90
-6% -$18.5K 0.02% 324
2025
Q2 		$309K Buy
1,411
+295
+26% +$66.6K 0.02% 298
2025
Q1 		$272K Hold
1,116
– – 0.02% 302
2024
Q4 		$237K Hold
1,116
– – 0.02% 312
2024
Q3 		$249K Buy
1,116
+166
+17% +$36.8K 0.02% 304
2024
Q2 		$200K Buy
+950
New +$195K 0.02% 323
2020
Q3 		– Sell
-950
Closed -$102K – 325
2020
Q2 		$102K Buy
+950
New +$96.2K 0.03% 212

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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Principle Wealth Partners's MRSH Position: Q4 2025 in Review

Principle Wealth Partners sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,321 shares — an estimated $266K sold.

Principle Wealth Partners first reported a position in MRSH in Q2 2020 and held it in 7 quarters. The position peaked at $309K in Q2 2025. 1,588 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Principle Wealth Partners reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Principle Wealth Partners sold 1,321 Marsh shares in Q4 2025, an estimated $266K.
  • Principle Wealth Partners first reported a position in Marsh in Q2 2020 and held it in 7 quarters.
  • Principle Wealth Partners's Marsh position peaked at $309K in Q2 2025.
  • 1,588 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Principle Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.