Pursuit Wealth Management’s Marsh MRSH Stock Holding History

Pursuit Wealth Management’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	$225K	Buy	+1,210	New	+$226K	0.19%	114

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pursuit Wealth Management's MRSH Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Marsh (MRSH) in Q4 2025: 1,210 shares worth $225K. The stake represents 0.19% of the portfolio and ranks #114 among its holdings.

1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

Pursuit Wealth Management held 1,210 shares of Marsh worth $225K as of Q4 2025.
Marsh was a new Pursuit Wealth Management position in Q4 2025.
Marsh made up 0.19% of Pursuit Wealth Management's portfolio in Q4 2025, its #114 holding.
1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.