AWM
MRSH

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
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
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

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

Angeles Wealth Management sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,126 shares — an estimated $209K sold.

Angeles Wealth Management first reported a position in MRSH in Q2 2024 and held it in 6 quarters. The position peaked at $390K in Q2 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Angeles Wealth Management reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Angeles Wealth Management sold 1,126 Marsh shares in Q1 2026, an estimated $209K.
  • Angeles Wealth Management first reported a position in Marsh in Q2 2024 and held it in 6 quarters.
  • Angeles Wealth Management's Marsh position peaked at $390K in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.