Aberdeen Wealth Management’s Marsh MRSH Stock Holding History

Aberdeen 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 Q1	$423K	Hold	2,436	–	–	0.19%	98
2025 Q4	$452K	Hold	2,436	–	–	0.21%	94
2025 Q3	$491K	Hold	2,436	–	–	0.31%	83
2025 Q2	$533K	Hold	2,436	–	–	0.35%	82
2025 Q1	$594K	Hold	2,436	–	–	0.41%	73
2024 Q4	$517K	Hold	2,436	–	–	0.35%	83
2024 Q3	$543K	Hold	2,436	–	–	0.36%	85
2024 Q2	$513K	Hold	2,436	–	–	0.35%	82
2024 Q1	$502K	Hold	2,436	–	–	0.29%	88
2023 Q4	$462K	Hold	2,436	–	–	0.33%	87
2023 Q3	$464K	Hold	2,436	–	–	0.35%	79
2023 Q2	$458K	Hold	2,436	–	–	0.33%	85
2023 Q1	$406K	Hold	2,436	–	–	0.3%	94
2022 Q4	$403K	Hold	2,436	–	–	0.3%	95
2022 Q3	$364K	Hold	2,436	–	–	0.32%	88
2022 Q2	$378K	Hold	2,436	–	–	0.3%	92
2022 Q1	$415K	Hold	2,436	–	–	0.28%	94
2021 Q4	$423K	Hold	2,436	–	–	0.28%	94
2021 Q3	$369K	Hold	2,436	–	–	0.36%	92
2021 Q2	$343K	Hold	2,436	–	–	0.32%	100
2021 Q1	$297K	Hold	2,436	–	–	0.24%	119
2020 Q4	$285K	Hold	2,436	–	–	0.22%	115
2020 Q3	$279K	Sell	2,436 -425	-15%	-$48.7K	0.27%	103
2020 Q2	$307K	Buy	2,861 +425	+17%	+$43K	0.33%	93
2020 Q1	$211K	Sell	2,436 -100	-4%	-$10.7K	0.26%	108
2019 Q4	$283K	Buy	+2,536	New	+$265K	0.21%	113

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aberdeen Wealth Management's MRSH Position: Q1 2026 in Review

Aberdeen Wealth Management held its Marsh (MRSH) position steady in Q1 2026 at 2,436 shares worth $423K. The position accounts for 0.19% of the portfolio, ranked #98.

Aberdeen Wealth Management first reported a position in MRSH in Q4 2019 and has held it in 26 quarters since. The position peaked at $594K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Aberdeen Wealth Management held 2,436 shares of Marsh worth $423K as of Q1 2026.
Aberdeen Wealth Management left its Marsh share count unchanged in Q1 2026.
Marsh made up 0.19% of Aberdeen Wealth Management's portfolio in Q1 2026, its #98 holding.
Aberdeen Wealth Management first reported a position in Marsh in Q4 2019 and has held it in 26 quarters since.
Aberdeen Wealth Management's Marsh position peaked at $594K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.