RA
MRSH

Rise Advisors’s Marsh MRSH Stock Holding History

Rise 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 		– Sell
-288
Closed -$58K – 920
2025
Q3 		$58K Buy
288
+7
+2% +$1.44K 0.02% 228
2025
Q2 		$61.4K Buy
281
+1
+0.4% +$226 0.02% 208
2025
Q1 		$68.3K Buy
280
+25
+10% +$5.67K 0.03% 191
2024
Q4 		$54.1K Buy
255
+3
+1% +$666 0.03% 215
2024
Q3 		$56.2K Buy
252
+1
+0.4% +$222 0.03% 218
2024
Q2 		$52.9K Buy
251
+1
+0.4% +$205 0.03% 229
2024
Q1 		$51.5K Buy
+250
New +$49.8K 0.03% 224
2023
Q2 		– Sell
-9
Closed -$1.5K – 751
2023
Q1 		$1.5K Buy
+9
New +$1.5K ﹤0.01% 605

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

Rise Advisors's MRSH Position: Q4 2025 in Review

Rise Advisors sold out of Marsh (MRSH) in Q4 2025, closing a stake of 288 shares — an estimated $58K sold.

Rise Advisors first reported a position in MRSH in Q1 2023 and held it in 8 quarters. The position peaked at $68.3K in Q1 2025. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Rise Advisors reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 288 Marsh shares in Q4 2025, an estimated $58K.
  • Rise Advisors first reported a position in Marsh in Q1 2023 and held it in 8 quarters.
  • Rise Advisors's Marsh position peaked at $68.3K in Q1 2025.
  • 1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.