Angeles Wealth Management’s Marsh MRSH Stock Holding History

Angeles 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	$202K	Buy	+1,214	New	+$203K	0.01%	493
2026 Q1	–	Sell	-1,126	Closed	-$209K	–	543
2025 Q4	$209K	Buy	+1,126	New	+$210K	0.01%	357
2025 Q3	–	Sell	-1,783	Closed	-$390K	–	434
2025 Q2	$390K	Buy	1,783 +204	+13%	+$46.1K	0.03%	215
2025 Q1	$385K	Buy	1,579 +149	+10%	+$33.8K	0.03%	168
2024 Q4	$304K	Sell	1,430 -156	-10%	-$34.6K	0.03%	209
2024 Q3	$354K	Buy	1,586 +65	+4%	+$14.4K	0.03%	174
2024 Q2	$321K	Buy	+1,521	New	+$312K	0.03%	171

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

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

Angeles Wealth Management opened a new position in Marsh (MRSH) in Q2 2026: 1,214 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Angeles Wealth Management previously reported a position in MRSH as recently as Q4 2025.

Angeles Wealth Management first reported a position in MRSH in Q2 2024 and has held it in 7 quarters since. The position peaked at $390K in Q2 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Angeles Wealth Management held 1,214 shares of Marsh worth $202K as of Q2 2026.
Marsh was a new Angeles Wealth Management position in Q2 2026.
Marsh made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #493 holding.
Angeles Wealth Management first reported a position in Marsh in Q2 2024 and has held it in 7 quarters since.
Angeles Wealth Management's Marsh position peaked at $390K in Q2 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.