AWM
MRSH

Apollon Wealth Management’s Marsh MRSH Stock Holding History

Apollon 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 		$10.2M Buy
61,163
+3,185
+5% +$532K 0.12% 156
2026
Q1 		$10.1M Buy
57,978
+1,791
+3% +$322K 0.16% 127
2025
Q4 		$10.4M Sell
56,187
-508
-0.9% -$95K 0.18% 110
2025
Q3 		$11.4M Sell
56,695
-2,399
-4% -$493K 0.2% 99
2025
Q2 		$12.9M Sell
59,094
-1,486
-2% -$335K 0.26% 74
2025
Q1 		$14.8M Sell
60,580
-3,263
-5% -$740K 0.33% 62
2024
Q4 		$13.6M Buy
63,843
+1,573
+3% +$349K 0.31% 64
2024
Q3 		$13.9M Buy
62,270
+2,003
+3% +$445K 0.39% 52
2024
Q2 		$12.7M Buy
60,267
+1,696
+3% +$348K 0.39% 51
2024
Q1 		$12.1M Sell
58,571
-216
-0.4% -$43K 0.38% 52
2023
Q4 		$11.1M Buy
58,787
+1,923
+3% +$372K 0.38% 50
2023
Q3 		$10.8M Buy
56,864
+21,081
+59% +$4.04M 0.54% 38
2023
Q2 		$6.73M Buy
35,783
+186
+0.5% +$33K 0.32% 63
2023
Q1 		$5.93M Sell
35,597
-532
-1% -$88.6K 0.36% 55
2022
Q4 		$5.98M Sell
36,129
-55
-0.2% -$8.99K 0.42% 44
2022
Q3 		$5.4M Buy
36,184
+3,085
+9% +$495K 0.45% 41
2022
Q2 		$5.14M Sell
33,099
-4,066
-11% -$652K 0.43% 43
2022
Q1 		$6.33M Sell
37,165
-21,891
-37% -$3.45M 0.45% 41
2021
Q4 		$10.3M Buy
59,056
+41,489
+236% +$6.89M 0.77% 18
2021
Q3 		$2.66M Buy
17,567
+3,054
+21% +$462K 0.36% 53
2021
Q2 		$2.04M Buy
14,513
+130
+0.9% +$17.4K 0.37% 49
2021
Q1 		$1.75M Buy
+14,383
New +$1.66M 0.34% 56
2020
Q3 		– Sell
-35
Closed -$4K – 483
2020
Q2 		$4K Buy
+35
New +$3.54K ﹤0.01% 584

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

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

Apollon Wealth Management increased its Marsh (MRSH) stake by 5.5% in Q2 2026, buying an estimated $532K and bringing the position to 61,163 shares worth $10.2M. The position accounts for 0.12% of the portfolio, ranked #156.

Apollon Wealth Management first reported a position in MRSH in Q2 2020 and has held it in 23 quarters since. The position peaked at $14.8M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Apollon Wealth Management held 61,163 shares of Marsh worth $10.2M as of Q2 2026.
  • Apollon Wealth Management bought 3,185 Marsh shares in Q2 2026, an estimated $532K.
  • Marsh made up 0.12% of Apollon Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Apollon Wealth Management first reported a position in Marsh in Q2 2020 and has held it in 23 quarters since.
  • Apollon Wealth Management's Marsh position peaked at $14.8M in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.