RWA
MRSH

Redmont Wealth Advisors’s Marsh MRSH Stock Holding History

Redmont Wealth Advisors’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 		$6.12K Hold
33
– – 0.01% 227
2025
Q3 		$6.65K Hold
33
– – 0.01% 224
2025
Q2 		$7.21K Buy
+33
New +$7.45K 0.01% 213
2024
Q4 		– Sell
-33
Closed -$7.36K – 209
2024
Q3 		$7.36K Hold
33
– – 0.01% 206
2024
Q2 		$6.95K Hold
33
– – 0.01% 216
2024
Q1 		$6.8K Buy
+33
New +$6.58K 0.01% 219

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Redmont Wealth Advisors's MRSH Position: Q4 2025 in Review

Redmont Wealth Advisors held its Marsh (MRSH) position steady in Q4 2025 at 33 shares worth $6.12K. The position accounts for 0.01% of the portfolio, ranked #227.

Redmont Wealth Advisors first reported a position in MRSH in Q1 2024 and has held it in 6 quarters since. The position peaked at $7.36K in Q3 2024. 1,592 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Redmont Wealth Advisors held 33 shares of Marsh worth $6.12K as of Q4 2025.
  • Redmont Wealth Advisors left its Marsh share count unchanged in Q4 2025.
  • Marsh made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #227 holding.
  • Redmont Wealth Advisors first reported a position in Marsh in Q1 2024 and has held it in 6 quarters since.
  • Redmont Wealth Advisors's Marsh position peaked at $7.36K in Q3 2024.
  • 1,592 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

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