TWM
MRSH

Topsail Wealth Management’s Marsh MRSH Stock Holding History

Topsail Wealth Management’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
Q3 		– Sell
-998
Closed -$218K – 261
2025
Q2 		$218K Sell
998
-27
-3% -$6.09K 0.04% 138
2025
Q1 		$250K Buy
+1,025
New +$233K 0.05% 117

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Topsail Wealth Management's MRSH Position: Q3 2025 in Review

Topsail Wealth Management sold out of Marsh (MRSH) in Q3 2025, closing a stake of 998 shares — an estimated $218K sold.

Topsail Wealth Management first reported a position in MRSH in Q1 2025 and held it in 2 quarters. The position peaked at $250K in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Topsail Wealth Management reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Topsail Wealth Management sold 998 Marsh shares in Q3 2025, an estimated $218K.
  • Topsail Wealth Management first reported a position in Marsh in Q1 2025 and held it in 2 quarters.
  • Topsail Wealth Management's Marsh position peaked at $250K in Q1 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Topsail Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.