WPW
MRSH

Watershed Private Wealth’s Marsh MRSH Stock Holding History

Watershed Private 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
Q2 		– Sell
-892
Closed -$218K – 112
2025
Q1 		$218K Buy
+892
New +$202K 0.09% 108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Watershed Private Wealth's MRSH Position: Q2 2025 in Review

Watershed Private Wealth sold out of Marsh (MRSH) in Q2 2025, closing a stake of 892 shares — an estimated $218K sold.

Watershed Private Wealth first reported a position in MRSH in Q1 2025 and held it in 1 quarter. The position peaked at $218K in Q1 2025. 1,606 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Watershed Private Wealth reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Watershed Private Wealth sold 892 Marsh shares in Q2 2025, an estimated $218K.
  • Watershed Private Wealth first reported a position in Marsh in Q1 2025 and held it in 1 quarter.
  • Watershed Private Wealth's Marsh position peaked at $218K in Q1 2025.
  • 1,606 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Watershed Private Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.