UAG
MRSH

United Advisor Group’s Marsh MRSH Stock Holding History

United Advisor Group’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
-1,206
Closed -$243K – 502
2025
Q3 		$243K Buy
1,206
+261
+28% +$53.7K 0.03% 407
2025
Q2 		$207K Buy
+945
New +$213K 0.04% 373

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

United Advisor Group's MRSH Position: Q4 2025 in Review

United Advisor Group sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,206 shares — an estimated $243K sold.

United Advisor Group first reported a position in MRSH in Q2 2025 and held it in 2 quarters. The position peaked at $243K in Q3 2025. 1,586 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • United Advisor Group reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • United Advisor Group sold 1,206 Marsh shares in Q4 2025, an estimated $243K.
  • United Advisor Group first reported a position in Marsh in Q2 2025 and held it in 2 quarters.
  • United Advisor Group's Marsh position peaked at $243K in Q3 2025.
  • 1,586 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on United Advisor Group's 13F filing for Q4 2025, filed 26 Jan 2026.