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Regent Peak Wealth Advisors’s Marsh MRSH Stock Holding History

Regent Peak 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
Q1 		$245K Sell
1,006
-11
-1% -$2.5K 0.06% 142
2024
Q4 		$216K Buy
1,017
+30
+3% +$6.66K 0.05% 154
2024
Q3 		$220K Sell
987
-39
-4% -$8.66K 0.05% 160
2024
Q2 		$216K Buy
1,026
+46
+5% +$9.45K 0.05% 152
2024
Q1 		$202K Buy
+980
New +$195K 0.05% 163
2021
Q1 		– Sell
-606
Closed -$71K – 650
2020
Q4 		$71K Buy
+606
New +$68.9K 0.02% 258

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Regent Peak Wealth Advisors's MRSH Position: Q1 2025 in Review

Regent Peak Wealth Advisors reduced its Marsh (MRSH) stake by 1.1% in Q1 2025, selling an estimated $2.5K and leaving 1,006 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #142.

Regent Peak Wealth Advisors first reported a position in MRSH in Q4 2020 and has held it in 6 quarters since. 1,628 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Regent Peak Wealth Advisors held 1,006 shares of Marsh worth $245K as of Q1 2025.
  • Regent Peak Wealth Advisors sold 11 Marsh shares in Q1 2025, an estimated $2.5K.
  • Marsh made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q1 2025, its #142 holding.
  • Regent Peak Wealth Advisors first reported a position in Marsh in Q4 2020 and has held it in 6 quarters since.
  • 1,628 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.