UW
MRSH

Unique Wealth’s Marsh MRSH Stock Holding History

Unique 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
Q4 		– Sell
-998
Closed -$201K – 189
2025
Q3 		$201K Sell
998
-266
-21% -$54.7K 0.03% 178
2025
Q2 		$276K Buy
1,264
+126
+11% +$28.4K 0.04% 152
2025
Q1 		$278K Buy
1,138
+146
+15% +$33.1K 0.05% 134
2024
Q4 		$211K Buy
992
+75
+8% +$16.6K 0.04% 134
2024
Q3 		$205K Buy
+917
New +$204K 0.05% 119

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Unique Wealth's MRSH Position: Q4 2025 in Review

Unique Wealth sold out of Marsh (MRSH) in Q4 2025, closing a stake of 998 shares — an estimated $201K sold.

Unique Wealth first reported a position in MRSH in Q3 2024 and held it in 5 quarters. The position peaked at $278K in Q1 2025. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Unique Wealth reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Unique Wealth sold 998 Marsh shares in Q4 2025, an estimated $201K.
  • Unique Wealth first reported a position in Marsh in Q3 2024 and held it in 5 quarters.
  • Unique Wealth's Marsh position peaked at $278K in Q1 2025.
  • 1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Unique Wealth's 13F filing for Q4 2025, filed 6 Jan 2026.