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
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 $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

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

Apollon Wealth Management increased its Marsh (MRSH) stake by 3.2% in Q1 2026, buying an estimated $322K and bringing the position to 57,978 shares worth $10.1M. The position accounts for 0.16% of the portfolio, ranked #127.

Apollon Wealth Management first reported a position in MRSH in Q2 2020 and has held it in 22 quarters since. The position peaked at $14.8M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Apollon Wealth Management held 57,978 shares of Marsh worth $10.1M as of Q1 2026.
  • Apollon Wealth Management bought 1,791 Marsh shares in Q1 2026, an estimated $322K.
  • Marsh made up 0.16% of Apollon Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Apollon Wealth Management first reported a position in Marsh in Q2 2020 and has held it in 22 quarters since.
  • Apollon Wealth Management's Marsh position peaked at $14.8M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.