Willow Creek Wealth Management’s Marsh MRSH Stock Holding History

Willow Creek Wealth Management’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	$344K	Sell	1,708 -146	-8%	-$30K	0.03%	129
2025 Q2	$405K	Hold	1,854	–	–	0.04%	111
2025 Q1	$452K	Buy	1,854 +5	+0.3%	+$1.13K	0.04%	94
2024 Q4	$393K	Sell	1,849 -91	-5%	-$20.2K	0.04%	101
2024 Q3	$433K	Hold	1,940	–	–	0.05%	96
2024 Q2	$409K	Sell	1,940 -8	-0.4%	-$1.64K	0.05%	99
2024 Q1	$401K	Buy	1,948 +9	+0.5%	+$1.79K	0.05%	98
2023 Q4	$367K	Hold	1,939	–	–	0.05%	98
2023 Q3	$369K	Hold	1,939	–	–	0.05%	92
2023 Q2	$365K	Buy	1,939 +7	+0.4%	+$1.24K	0.05%	98
2023 Q1	$322K	Hold	1,932	–	–	0.05%	99
2022 Q4	$320K	Sell	1,932 -97	-5%	-$15.9K	0.05%	94
2022 Q3	$303K	Hold	2,029	–	–	0.06%	89
2022 Q2	$315K	Hold	2,029	–	–	0.06%	90
2022 Q1	$346K	Hold	2,029	–	–	0.07%	82
2021 Q4	$353K	Hold	2,029	–	–	0.07%	83
2021 Q3	$307K	Hold	2,029	–	–	0.07%	85
2021 Q2	$285K	Hold	2,029	–	–	0.07%	91
2021 Q1	$247K	Hold	2,029	–	–	0.09%	85
2020 Q4	$237K	Hold	2,029	–	–	0.09%	80
2020 Q3	$233K	Buy	+2,029	New	+$233K	0.1%	74
2020 Q1	–	Sell	-1,818	Closed	-$203K	–	75
2019 Q4	$203K	Buy	+1,818	New	+$190K	0.09%	81

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Willow Creek Wealth Management's MRSH Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Marsh (MRSH) stake by 7.9% in Q3 2025, selling an estimated $30K and leaving 1,708 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #129.

Willow Creek Wealth Management first reported a position in MRSH in Q4 2019 and has held it in 22 quarters since. The position peaked at $452K in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

Willow Creek Wealth Management held 1,708 shares of Marsh worth $344K as of Q3 2025.
Willow Creek Wealth Management sold 146 Marsh shares in Q3 2025, an estimated $30K.
Marsh made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #129 holding.
Willow Creek Wealth Management first reported a position in Marsh in Q4 2019 and has held it in 22 quarters since.
Willow Creek Wealth Management's Marsh position peaked at $452K in Q1 2025.
1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.