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Tanglewood Legacy Advisors’s Marsh MRSH Stock Holding History

Tanglewood Legacy 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
Q2 		– Sell
-61
Closed -$14.9K – 296
2025
Q1 		$14.9K Hold
61
– – 0.01% 237
2024
Q4 		$13K Hold
61
– – 0.01% 240
2024
Q3 		$13.6K Hold
61
– – 0.01% 226
2024
Q2 		$12.9K Hold
61
– – 0.01% 228
2024
Q1 		$12.6K Hold
61
– – 0.01% 240
2023
Q4 		$11.6K Hold
61
– – 0.01% 238
2023
Q3 		$11.6K Hold
61
– – 0.01% 243
2023
Q2 		$11.5K Hold
61
– – 0.01% 239
2023
Q1 		$10.2K Hold
61
– – 0.01% 241
2022
Q4 		$10.1K Buy
+61
New +$9.97K 0.01% 211

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tanglewood Legacy Advisors's MRSH Position: Q2 2025 in Review

Tanglewood Legacy Advisors sold out of Marsh (MRSH) in Q2 2025, closing a stake of 61 shares — an estimated $14.9K sold.

Tanglewood Legacy Advisors first reported a position in MRSH in Q4 2022 and held it in 10 quarters. The position peaked at $14.9K in Q1 2025. 1,609 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Tanglewood Legacy Advisors reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 61 Marsh shares in Q2 2025, an estimated $14.9K.
  • Tanglewood Legacy Advisors first reported a position in Marsh in Q4 2022 and held it in 10 quarters.
  • Tanglewood Legacy Advisors's Marsh position peaked at $14.9K in Q1 2025.
  • 1,609 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.