TPW
MRSH

Talon Private Wealth’s Marsh MRSH Stock Holding History

Talon Private 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
Q2 		$359K Hold
1,644
– – 0.05% 131
2025
Q1 		$401K Sell
1,644
-64
-4% -$14.5K 0.05% 122
2024
Q4 		$363K Hold
1,708
– – 0.08% 100
2024
Q3 		$381K Buy
+1,708
New +$379K 0.08% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Talon Private Wealth's MRSH Position: Q2 2025 in Review

Talon Private Wealth held its Marsh (MRSH) position steady in Q2 2025 at 1,644 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #131.

Talon Private Wealth first reported a position in MRSH in Q3 2024 and has held it in 4 quarters since. The position peaked at $401K in Q1 2025. 1,606 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Talon Private Wealth held 1,644 shares of Marsh worth $359K as of Q2 2025.
  • Talon Private Wealth left its Marsh share count unchanged in Q2 2025.
  • Marsh made up 0.05% of Talon Private Wealth's portfolio in Q2 2025, its #131 holding.
  • Talon Private Wealth first reported a position in Marsh in Q3 2024 and has held it in 4 quarters since.
  • Talon Private Wealth's Marsh position peaked at $401K in Q1 2025.
  • 1,606 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.