VSM Wealth Advisory’s Marsh MRSH Stock Holding History

VSM Wealth Advisory’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 Q3	–	Sell	-32	Closed	-$7K	–	482
2025 Q2	$7K	Buy	+32	New	+$7.22K	﹤0.01%	409

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

VSM Wealth Advisory's MRSH Position: Q3 2025 in Review

VSM Wealth Advisory sold out of Marsh (MRSH) in Q3 2025, closing a stake of 32 shares — an estimated $7K sold.

VSM Wealth Advisory first reported a position in MRSH in Q2 2025 and held it in 1 quarter. The position peaked at $7K in Q2 2025. 1,578 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

VSM Wealth Advisory reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
VSM Wealth Advisory sold 32 Marsh shares in Q3 2025, an estimated $7K.
VSM Wealth Advisory first reported a position in Marsh in Q2 2025 and held it in 1 quarter.
VSM Wealth Advisory's Marsh position peaked at $7K in Q2 2025.
1,578 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on VSM Wealth Advisory's 13F filing for Q3 2025, filed 13 Nov 2025.