RFN
MRSH

RDA Financial Network’s Marsh MRSH Stock Holding History

RDA Financial Network’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
Q3 		– Sell
-1,999
Closed -$437K – 272
2025
Q2 		$437K Buy
1,999
+160
+9% +$36.1K 0.12% 158
2025
Q1 		$449K Buy
1,839
+67
+4% +$15.2K 0.13% 142
2024
Q4 		$376K Buy
1,772
+92
+5% +$20.4K 0.11% 165
2024
Q3 		$375K Sell
1,680
-120
-7% -$26.6K 0.12% 165
2024
Q2 		$379K Buy
1,800
+38
+2% +$7.81K 0.12% 153
2024
Q1 		$363K Buy
1,762
+53
+3% +$10.6K 0.12% 159
2023
Q4 		$324K Sell
1,709
-95
-5% -$18.4K 0.12% 169
2023
Q3 		$343K Buy
1,804
+100
+6% +$19.2K 0.15% 146
2023
Q2 		$321K Sell
1,704
-26
-2% -$4.61K 0.13% 156
2023
Q1 		$288K Sell
1,730
-7
-0.4% -$1.17K 0.13% 164
2022
Q4 		$287K Buy
1,737
+63
+4% +$10.3K 0.14% 155
2022
Q3 		$250K Buy
1,674
+24
+1% +$3.85K 0.14% 159
2022
Q2 		$256K Buy
+1,650
New +$264K 0.13% 161

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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RDA Financial Network's MRSH Position: Q3 2025 in Review

RDA Financial Network sold out of Marsh (MRSH) in Q3 2025, closing a stake of 1,999 shares — an estimated $437K sold.

RDA Financial Network first reported a position in MRSH in Q2 2022 and held it in 13 quarters. The position peaked at $449K in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • RDA Financial Network reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • RDA Financial Network sold 1,999 Marsh shares in Q3 2025, an estimated $437K.
  • RDA Financial Network first reported a position in Marsh in Q2 2022 and held it in 13 quarters.
  • RDA Financial Network's Marsh position peaked at $449K in Q1 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on RDA Financial Network's 13F filing for Q3 2025, filed 8 Oct 2025.