VWM
MRSH icon

Valley Wealth Managers’s Marsh MRSH Stock Holding History

Valley Wealth Managers’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
Q1 		– Sell
-80
Closed -$17K – 398
2024
Q4 		$17K Hold
80
– – ﹤0.01% 269
2024
Q3 		$17.8K Hold
80
– – ﹤0.01% 273
2024
Q2 		$16.9K Buy
+80
New +$16.4K ﹤0.01% 271
2022
Q4 		– Sell
-1,198
Closed -$179K – 422
2022
Q3 		$179K Buy
+1,198
New +$192K 0.02% 173

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Valley Wealth Managers's MRSH Position: Q1 2025 in Review

Valley Wealth Managers sold out of Marsh (MRSH) in Q1 2025, closing a stake of 80 shares — an estimated $17K sold.

Valley Wealth Managers first reported a position in MRSH in Q3 2022 and held it in 4 quarters. The position peaked at $179K in Q3 2022. 1,628 funds tracked by Wall St. Rank hold MRSH as of Q1 2025.

  • Valley Wealth Managers reported no remaining Marsh position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 80 Marsh shares in Q1 2025, an estimated $17K.
  • Valley Wealth Managers first reported a position in Marsh in Q3 2022 and held it in 4 quarters.
  • Valley Wealth Managers's Marsh position peaked at $179K in Q3 2022.
  • 1,628 funds tracked by Wall St. Rank held Marsh as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.