Tyler-Stone Wealth Management’s Marsh MRSH Stock Holding History

Tyler-Stone 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 Q2	$238K	Sell	1,090 -58	-5%	-$13.1K	0.04%	306
2025 Q1	$280K	Sell	1,148 -232	-17%	-$52.6K	0.05%	271
2024 Q4	$293K	Buy	1,380 +231	+20%	+$51.2K	0.05%	255
2024 Q3	$256K	Buy	1,149 +685	+148%	+$152K	0.05%	276
2024 Q2	$97.8K	Sell	464 -90	-16%	-$18.5K	0.04%	286
2024 Q1	$114K	Sell	554 -15	-3%	-$2.99K	0.05%	256
2023 Q4	$108K	Hold	569	–	–	0.05%	256
2023 Q3	$108K	Hold	569	–	–	0.06%	243
2023 Q2	$107K	Buy	+569	New	+$101K	0.06%	247
2022 Q4	$89K	Hold	535	–	–	0.06%	251
2022 Q3	$80K	Hold	535	–	–	0.06%	244
2022 Q2	$83K	Hold	535	–	–	0.06%	257
2022 Q1	$91K	Sell	535 -6	-1%	-$946	0.05%	264
2021 Q4	$94K	Buy	+541	New	+$89.9K	0.05%	284

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tyler-Stone Wealth Management's MRSH Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Marsh (MRSH) stake by 5.1% in Q2 2025, selling an estimated $13.1K and leaving 1,090 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #306.

Tyler-Stone Wealth Management first reported a position in MRSH in Q4 2021 and has held it in 14 quarters since. The position peaked at $293K in Q4 2024. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

Tyler-Stone Wealth Management held 1,090 shares of Marsh worth $238K as of Q2 2025.
Tyler-Stone Wealth Management sold 58 Marsh shares in Q2 2025, an estimated $13.1K.
Marsh made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #306 holding.
Tyler-Stone Wealth Management first reported a position in Marsh in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Marsh position peaked at $293K in Q4 2024.
1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.