4WM
MRSH

44 Wealth Management’s Marsh MRSH Stock Holding History

44 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
2026
Q2 		$506K Sell
3,035
-113
-4% -$18.9K 0.17% 136
2026
Q1 		$546K Buy
3,148
+195
+7% +$35.1K 0.19% 137
2025
Q4 		$548K Sell
2,953
-129
-4% -$24.1K 0.18% 137
2025
Q3 		$621K Buy
3,082
+333
+12% +$68.5K 0.21% 131
2025
Q2 		$601K Buy
2,749
+118
+4% +$26.6K 0.21% 129
2025
Q1 		$642K Sell
2,631
-117
-4% -$26.5K 0.24% 118
2024
Q4 		$584K Sell
2,748
-228
-8% -$50.6K 0.22% 120
2024
Q3 		$665K Buy
+2,976
New +$661K 0.23% 115
2023
Q2 		$600K Sell
3,190
-41
-1% -$7.28K 0.2% 95
2023
Q1 		$538K Sell
3,231
-20
-0.6% -$3.33K 0.18% 103
2022
Q4 		$538K Sell
3,251
-103
-3% -$16.8K 0.19% 102
2022
Q3 		$501K Hold
3,354
– – 0.21% 102
2022
Q2 		$521K Buy
3,354
+18
+0.5% +$2.88K 0.2% 103
2022
Q1 		$569K Sell
3,336
-404
-11% -$63.7K 0.21% 106
2021
Q4 		$650K Buy
3,740
+448
+14% +$74.4K 0.23% 93
2021
Q3 		$499K Sell
3,292
-192
-6% -$29K 0.19% 106
2021
Q2 		$490K Buy
3,484
+122
+4% +$16.4K 0.19% 111
2021
Q1 		$409K Buy
3,362
+290
+9% +$33.4K 0.17% 115
2020
Q4 		$359K Buy
+3,072
New +$349K 0.16% 110

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

44 Wealth Management's MRSH Position: Q2 2026 in Review

44 Wealth Management reduced its Marsh (MRSH) stake by 3.6% in Q2 2026, selling an estimated $18.9K and leaving 3,035 shares worth $506K. The position accounts for 0.17% of the portfolio, ranked #136.

44 Wealth Management first reported a position in MRSH in Q4 2020 and has held it in 19 quarters since. The position peaked at $665K in Q3 2024. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • 44 Wealth Management held 3,035 shares of Marsh worth $506K as of Q2 2026.
  • 44 Wealth Management sold 113 Marsh shares in Q2 2026, an estimated $18.9K.
  • Marsh made up 0.17% of 44 Wealth Management's portfolio in Q2 2026, its #136 holding.
  • 44 Wealth Management first reported a position in Marsh in Q4 2020 and has held it in 19 quarters since.
  • 44 Wealth Management's Marsh position peaked at $665K in Q3 2024.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.