AWM
MRSH

Abound Wealth Management’s Marsh MRSH Stock Holding History

Abound 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 		$104 Sell
1
-76
-99% -$12.7K ﹤0.01% 1271
2026
Q1 		$13.3K Buy
77
+7
+10% +$1.26K ﹤0.01% 478
2025
Q4 		$12.9K Hold
70
– – ﹤0.01% 453
2025
Q3 		$14K Hold
70
– – ﹤0.01% 426
2025
Q2 		$15.2K Buy
70
+12
+21% +$2.71K ﹤0.01% 377
2025
Q1 		$14.1K Sell
58
-42
-42% -$9.53K ﹤0.01% 356
2024
Q4 		$21.3K Sell
100
-4
-4% -$887 0.01% 273
2024
Q3 		$23.1K Sell
104
-1
-1% -$222 0.01% 263
2024
Q2 		$22.1K Sell
105
-2
-2% -$411 0.01% 237
2024
Q1 		$22K Buy
107
+1
+0.9% +$199 0.01% 232
2023
Q4 		$20.1K Buy
106
+1
+1% +$193 0.01% 257
2023
Q3 		$20K Sell
105
-15
-13% -$2.88K 0.01% 221
2023
Q2 		$22.6K Buy
120
+43
+56% +$7.63K 0.01% 204
2023
Q1 		$12.8K Buy
77
+26
+51% +$4.33K 0.01% 257
2022
Q4 		$8.45K Sell
51
-43
-46% -$7.03K ﹤0.01% 283
2022
Q3 		$14K Buy
+94
New +$15.1K 0.01% 239

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

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

Abound Wealth Management reduced its Marsh (MRSH) stake by 99% in Q2 2026, selling an estimated $12.7K and leaving 1 share worth $104. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Abound Wealth Management first reported a position in MRSH in Q3 2022 and has held it in 16 quarters since. The position peaked at $23.1K in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Abound Wealth Management held 1 share of Marsh worth $104 as of Q2 2026.
  • Abound Wealth Management sold 76 Marsh shares in Q2 2026, an estimated $12.7K.
  • Marsh made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1271 holding.
  • Abound Wealth Management first reported a position in Marsh in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Marsh position peaked at $23.1K in Q3 2024.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.