Allworth Financial’s Marsh MRSH Stock Holding History

Allworth Financial’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	$1.22M	Sell	7,314 -1,938	-21%	-$324K	0.01%	674
2026 Q1	$1.6M	Buy	9,252 +3,202	+53%	+$576K	0.01%	589
2025 Q4	$1.12M	Buy	6,050 +916	+18%	+$171K	﹤0.01%	663
2025 Q3	$1.03M	Buy	5,134 +481	+10%	+$98.9K	﹤0.01%	662
2025 Q2	$1.02M	Buy	4,653 +831	+22%	+$188K	﹤0.01%	638
2025 Q1	$837K	Sell	3,822 -75	-2%	-$17K	﹤0.01%	569
2024 Q4	$847K	Sell	3,897 -115	-3%	-$25.5K	﹤0.01%	575
2024 Q3	$895K	Buy	4,012 +41	+1%	+$9.1K	0.01%	453
2024 Q2	$861K	Buy	3,971 +620	+19%	+$127K	0.01%	452
2024 Q1	$690K	Buy	3,351 +2,202	+192%	+$439K	﹤0.01%	478
2023 Q4	$218K	Buy	1,149 +32	+3%	+$6.18K	﹤0.01%	708
2023 Q3	$213K	Buy	1,117 +187	+20%	+$35.8K	﹤0.01%	667
2023 Q2	$175K	Sell	930 -1	-0.1%	-$177	﹤0.01%	737
2023 Q1	$155K	Buy	931 +215	+30%	+$35.8K	﹤0.01%	714
2022 Q4	$118K	Buy	716 +460	+180%	+$75.2K	﹤0.01%	770
2022 Q3	$38K	Buy	256 +17	+7%	+$2.73K	﹤0.01%	1055
2022 Q2	$37K	Sell	239 -420	-64%	-$67.3K	﹤0.01%	1003
2022 Q1	$112K	Buy	659 +208	+46%	+$32.8K	﹤0.01%	699
2021 Q4	$78K	Buy	451 +102	+29%	+$16.9K	﹤0.01%	732
2021 Q3	$53K	Buy	349 +136	+64%	+$20.6K	﹤0.01%	765
2021 Q2	$30K	Buy	213 +50	+31%	+$6.7K	﹤0.01%	749
2021 Q1	$20K	Hold	163	–	–	﹤0.01%	794
2020 Q4	$19K	Hold	163	–	–	﹤0.01%	683
2020 Q3	$19K	Hold	163	–	–	﹤0.01%	584
2020 Q2	$18K	Hold	163	–	–	﹤0.01%	609
2020 Q1	$14K	Hold	163	–	–	﹤0.01%	627
2019 Q4	$18K	Hold	163	–	–	﹤0.01%	543
2019 Q3	$16K	Hold	163	–	–	﹤0.01%	494
2019 Q2	$16K	Hold	163	–	–	﹤0.01%	500
2019 Q1	$15K	Hold	163	–	–	﹤0.01%	506
2018 Q4	$13K	Hold	163	–	–	﹤0.01%	480
2018 Q3	$13K	Buy	163 +97	+147%	+$8.22K	﹤0.01%	514
2018 Q2	$5K	Hold	66	–	–	﹤0.01%	642
2018 Q1	$5K	Hold	66	–	–	﹤0.01%	586
2017 Q4	$5K	Hold	66	–	–	﹤0.01%	567
2017 Q3	$6K	Hold	66	–	–	﹤0.01%	548
2017 Q2	$5K	Sell	66 -27	-29%	-$2.04K	﹤0.01%	579
2017 Q1	$7K	Buy	93 +27	+41%	+$1.93K	﹤0.01%	489
2016 Q4	$4K	Hold	66	–	–	﹤0.01%	514
2016 Q3	$4K	Hold	66	–	–	﹤0.01%	532
2016 Q2	$5K	Hold	66	–	–	﹤0.01%	462
2016 Q1	$4K	Hold	66	–	–	﹤0.01%	477
2015 Q4	$4K	Hold	66	–	–	﹤0.01%	472
2015 Q3	$3K	Hold	66	–	–	﹤0.01%	500
2015 Q2	$4K	Hold	66	–	–	﹤0.01%	464
2015 Q1	$4K	Buy	+66	New	+$3.72K	﹤0.01%	471

Other funds holding MRSH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Allworth Financial's MRSH Position: Q2 2026 in Review

Allworth Financial reduced its Marsh (MRSH) stake by 21% in Q2 2026, selling an estimated $324K and leaving 7,314 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #674.

Allworth Financial first reported a position in MRSH in Q1 2015 and has held it in 46 quarters since. The position peaked at $1.6M in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Allworth Financial held 7,314 shares of Marsh worth $1.22M as of Q2 2026.
Allworth Financial sold 1,938 Marsh shares in Q2 2026, an estimated $324K.
Marsh made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #674 holding.
Allworth Financial first reported a position in Marsh in Q1 2015 and has held it in 46 quarters since.
Allworth Financial's Marsh position peaked at $1.6M in Q1 2026.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.