SW
MRSH

Schulz Wealth’s Marsh MRSH Stock Holding History

Schulz Wealth’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
-1,135
Closed -$229K – 64
2025
Q3 		$229K Hold
1,135
– – 0.15% 61
2025
Q2 		$248K Hold
1,135
– – 0.19% 58
2025
Q1 		$277K Hold
1,135
– – 0.21% 51
2024
Q4 		$241K Hold
1,135
– – 0.19% 54
2024
Q3 		$253K Hold
1,135
– – 0.2% 51
2024
Q2 		$239K Hold
1,135
– – 0.2% 50
2024
Q1 		$234K Hold
1,135
– – 0.2% 51
2023
Q4 		$215K Buy
+1,135
New +$219K 0.21% 50

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

Schulz Wealth's MRSH Position: Q4 2025 in Review

Schulz Wealth sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,135 shares — an estimated $229K sold.

Schulz Wealth first reported a position in MRSH in Q4 2023 and held it in 8 quarters. The position peaked at $277K in Q1 2025. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Schulz Wealth reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Schulz Wealth sold 1,135 Marsh shares in Q4 2025, an estimated $229K.
  • Schulz Wealth first reported a position in Marsh in Q4 2023 and held it in 8 quarters.
  • Schulz Wealth's Marsh position peaked at $277K in Q1 2025.
  • 1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.