WA
MRSH

Wealthstream Advisors’s Marsh MRSH Stock Holding History

Wealthstream Advisors’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
-943
Closed -$230K – 188
2025
Q1 		$230K Buy
+943
New +$214K 0.04% 135
2024
Q4 		– Sell
-953
Closed -$213K – 173
2024
Q3 		$213K Buy
+953
New +$212K 0.04% 142
2024
Q2 		– Sell
-979
Closed -$202K – 157
2024
Q1 		$202K Sell
979
-446
-31% -$88.9K 0.08% 134
2023
Q4 		$270K Buy
+1,425
New +$275K 0.11% 114

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

Wealthstream Advisors's MRSH Position: Q2 2025 in Review

Wealthstream Advisors sold out of Marsh (MRSH) in Q2 2025, closing a stake of 943 shares — an estimated $230K sold.

Wealthstream Advisors first reported a position in MRSH in Q4 2023 and held it in 4 quarters. The position peaked at $270K in Q4 2023. 1,606 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

  • Wealthstream Advisors reported no remaining Marsh position as of Q2 2025 after selling out during the quarter.
  • Wealthstream Advisors sold 943 Marsh shares in Q2 2025, an estimated $230K.
  • Wealthstream Advisors first reported a position in Marsh in Q4 2023 and held it in 4 quarters.
  • Wealthstream Advisors's Marsh position peaked at $270K in Q4 2023.
  • 1,606 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Wealthstream Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.