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Wealth Management Associates’s Marsh MRSH Stock Holding History

Wealth Management Associates’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
-1,082
Closed -$218K – 239
2025
Q3 		$218K Hold
1,082
– – 0.08% 214
2025
Q2 		$237K Sell
1,082
-162
-13% -$36.6K 0.09% 192
2025
Q1 		$304K Hold
1,244
– – 0.13% 156
2024
Q4 		$264K Buy
1,244
+145
+13% +$32.2K 0.11% 170
2024
Q3 		$245K Hold
1,099
– – 0.11% 178
2024
Q2 		$232K Hold
1,099
– – 0.11% 173
2024
Q1 		$232K Sell
1,099
-82
-7% -$16.3K 0.11% 173
2023
Q4 		$224K Sell
1,181
-112
-9% -$21.6K 0.12% 177
2023
Q3 		$246K Buy
1,293
+96
+8% +$18.4K 0.14% 149
2023
Q2 		$225K Sell
1,197
-58
-5% -$10.3K 0.13% 169
2023
Q1 		$209K Hold
1,255
– – 0.13% 176
2022
Q4 		$208K Sell
1,255
-219
-15% -$35.8K 0.14% 172
2022
Q3 		$220K Sell
1,474
-248
-14% -$39.8K 0.16% 155
2022
Q2 		$267K Hold
1,722
– – 0.18% 136
2022
Q1 		$293K Sell
1,722
-31
-2% -$4.89K 0.17% 146
2021
Q4 		$305K Buy
1,753
+100
+6% +$16.6K 0.16% 153
2021
Q3 		$250K Hold
1,653
– – 0.15% 160
2021
Q2 		$233K Buy
+1,653
New +$222K 0.13% 179

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 $3.38T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Management Associates's MRSH Position: Q4 2025 in Review

Wealth Management Associates sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,082 shares — an estimated $218K sold.

Wealth Management Associates first reported a position in MRSH in Q2 2021 and held it in 18 quarters. The position peaked at $305K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Wealth Management Associates reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Wealth Management Associates sold 1,082 Marsh shares in Q4 2025, an estimated $218K.
  • Wealth Management Associates first reported a position in Marsh in Q2 2021 and held it in 18 quarters.
  • Wealth Management Associates's Marsh position peaked at $305K in Q4 2021.
  • 1,594 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Wealth Management Associates's 13F filing for Q4 2025, filed 20 Jan 2026.