Valmark Advisers’s Marsh MRSH Stock Holding History

Valmark Advisers’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	-1,017	Closed	-$205K	–	670
2025 Q3	$205K	Buy	+1,017	New	+$209K	﹤0.01%	636

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 $3.38T AUM 44.17% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Valmark Advisers's MRSH Position: Q4 2025 in Review

Valmark Advisers sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,017 shares — an estimated $205K sold.

Valmark Advisers first reported a position in MRSH in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

Valmark Advisers reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
Valmark Advisers sold 1,017 Marsh shares in Q4 2025, an estimated $205K.
Valmark Advisers first reported a position in Marsh in Q3 2025 and held it in 1 quarter.
Valmark Advisers's Marsh position peaked at $205K in Q3 2025.
1,594 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Valmark Advisers's 13F filing for Q4 2025, filed 26 Jan 2026.