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Trueblood Wealth Management’s Marsh MRSH Stock Holding History

Trueblood 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
Q4 		– Sell
-1,317
Closed -$265K – 260
2025
Q3 		$265K Buy
1,317
+3
+0.2% +$617 0.1% 217
2025
Q2 		$287K Buy
1,314
+3
+0.2% +$677 0.12% 206
2025
Q1 		$320K Buy
1,311
+257
+24% +$58.3K 0.15% 181
2024
Q4 		$224K Buy
+1,054
New +$234K 0.11% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Trueblood Wealth Management's MRSH Position: Q4 2025 in Review

Trueblood Wealth Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,317 shares — an estimated $265K sold.

Trueblood Wealth Management first reported a position in MRSH in Q4 2024 and held it in 4 quarters. The position peaked at $320K in Q1 2025. 1,594 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Trueblood Wealth Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Trueblood Wealth Management sold 1,317 Marsh shares in Q4 2025, an estimated $265K.
  • Trueblood Wealth Management first reported a position in Marsh in Q4 2024 and held it in 4 quarters.
  • Trueblood Wealth Management's Marsh position peaked at $320K in Q1 2025.
  • 1,594 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Trueblood Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.