WF
MRSH

Wayfinding Financial’s Marsh MRSH Stock Holding History

Wayfinding Financial’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
-1,031
Closed -$251K – 506
2025
Q1 		$251K Buy
1,031
+5
+0.5% +$1.13K 0.11% 115
2024
Q4 		$217K Buy
+1,026
New +$228K 0.12% 124
2024
Q3 		– Sell
-1,021
Closed -$215K – 92
2024
Q2 		$215K Sell
1,021
-29
-3% -$5.96K 0.12% 118
2024
Q1 		$213K Sell
1,050
-41
-4% -$8.17K 0.12% 116
2023
Q4 		$206K Buy
+1,091
New +$211K 0.14% 104

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wayfinding Financial's MRSH Position: Q2 2025 in Review

Wayfinding Financial sold out of Marsh (MRSH) in Q2 2025, closing a stake of 1,031 shares — an estimated $251K sold.

Wayfinding Financial first reported a position in MRSH in Q4 2023 and held it in 5 quarters. The position peaked at $251K in Q1 2025. 1,608 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Wayfinding Financial reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 1,031 Marsh shares in Q2 2025, an estimated $251K.
  • Wayfinding Financial first reported a position in Marsh in Q4 2023 and held it in 5 quarters.
  • Wayfinding Financial's Marsh position peaked at $251K in Q1 2025.
  • 1,608 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.