WS
MRSH

Wela Strategies’s Marsh MRSH Stock Holding History

Wela Strategies’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 		$587K Buy
2,915
+435
+18% +$89.5K 0.22% 34
2025
Q2 		$542K Buy
2,480
+155
+7% +$35K 0.21% 35
2025
Q1 		$567K Buy
+2,325
New +$528K 0.24% 32

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wela Strategies's MRSH Position: Q3 2025 in Review

Wela Strategies increased its Marsh (MRSH) stake by 18% in Q3 2025, buying an estimated $89.5K and bringing the position to 2,915 shares worth $587K. The position accounts for 0.22% of the portfolio, ranked #34.

Wela Strategies first reported a position in MRSH in Q1 2025 and has held it in 3 quarters since. 1,572 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Wela Strategies held 2,915 shares of Marsh worth $587K as of Q3 2025.
  • Wela Strategies bought 435 Marsh shares in Q3 2025, an estimated $89.5K.
  • Marsh made up 0.22% of Wela Strategies's portfolio in Q3 2025, its #34 holding.
  • Wela Strategies first reported a position in Marsh in Q1 2025 and has held it in 3 quarters since.
  • 1,572 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.