AWM
MRSH

AE Wealth Management’s Marsh MRSH Stock Holding History

AE 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 		$17.4M Sell
100,460
-212
-0.2% -$38.1K 0.09% 225
2025
Q4 		$18.7M Buy
100,672
+94,410
+1,508% +$17.6M 0.11% 197
2025
Q3 		$1.26M Buy
6,262
+2,303
+58% +$474K 0.01% 694
2025
Q2 		$866K Buy
3,959
+446
+13% +$101K 0.01% 763
2025
Q1 		$857K Buy
3,513
+506
+17% +$115K 0.01% 750
2024
Q4 		$639K Sell
3,007
-180
-6% -$39.9K 0.01% 827
2024
Q3 		$711K Buy
3,187
+319
+11% +$70.8K 0.01% 795
2024
Q2 		$604K Buy
2,868
+272
+10% +$55.9K 0.01% 830
2024
Q1 		$535K Sell
2,596
-5,584
-68% -$1.11M 0.01% 801
2023
Q4 		$1.58M Sell
8,180
-6,185
-43% -$1.2M 0.01% 986
2023
Q3 		$2.73M Buy
14,365
+4
+0% +$767 0.02% 744
2023
Q2 		$2.7M Buy
14,361
+555
+4% +$98.5K 0.02% 742
2023
Q1 		$2.3M Sell
13,806
-9,928
-42% -$1.65M 0.01% 750
2022
Q4 		$3.93M Buy
23,734
+7,813
+49% +$1.28M 0.03% 540
2022
Q3 		$2.38M Sell
15,921
-1,768
-10% -$284K 0.02% 642
2022
Q2 		$2.75M Buy
17,689
+987
+6% +$158K 0.02% 563
2022
Q1 		$2.85M Buy
16,702
+3,042
+22% +$480K 0.02% 606
2021
Q4 		$2.37M Buy
13,660
+1,897
+16% +$315K 0.02% 643
2021
Q3 		$1.78M Buy
11,763
+2
+0% +$302 0.01% 680
2021
Q2 		$1.66M Buy
11,761
+109
+0.9% +$14.6K 0.01% 686
2021
Q1 		$1.42M Buy
11,652
+7,810
+203% +$899K 0.01% 670
2020
Q4 		$449K Sell
3,842
-4,121
-52% -$468K 0.01% 1000
2020
Q3 		$913K Sell
7,963
-3,917
-33% -$449K 0.01% 662
2020
Q2 		$1.28M Buy
11,880
+4,863
+69% +$492K 0.02% 542
2020
Q1 		$607K Buy
7,017
+4,946
+239% +$527K 0.01% 621
2019
Q4 		$231K Buy
2,071
+67
+3% +$7K 0.01% 1018
2019
Q3 		$200K Buy
+2,004
New +$200K 0.01% 922

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

AE Wealth Management reduced its Marsh (MRSH) stake by 0.21% in Q1 2026, selling an estimated $38.1K and leaving 100,460 shares worth $17.4M. The position accounts for 0.09% of the portfolio, ranked #225.

AE Wealth Management first reported a position in MRSH in Q3 2019 and has held it in 27 quarters since. The position peaked at $18.7M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • AE Wealth Management held 100,460 shares of Marsh worth $17.4M as of Q1 2026.
  • AE Wealth Management sold 212 Marsh shares in Q1 2026, an estimated $38.1K.
  • Marsh made up 0.09% of AE Wealth Management's portfolio in Q1 2026, its #225 holding.
  • AE Wealth Management first reported a position in Marsh in Q3 2019 and has held it in 27 quarters since.
  • AE Wealth Management's Marsh position peaked at $18.7M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

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