AWM
MRSH

Aprio Wealth Management’s Marsh MRSH Stock Holding History

Aprio 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 		$256K Sell
1,533
-920
-38% -$154K 0.01% 561
2026
Q1 		$425K Buy
2,453
+703
+40% +$126K 0.02% 400
2025
Q4 		$376K Sell
1,750
-432
-20% -$80.7K 0.02% 374
2025
Q3 		$440K Sell
2,182
-630
-22% -$130K 0.04% 247
2025
Q2 		$615K Sell
2,812
-136
-5% -$30.7K 0.07% 164
2025
Q1 		$719K Buy
2,948
+602
+26% +$137K 0.09% 136
2024
Q4 		$498K Buy
2,346
+456
+24% +$101K 0.07% 136
2024
Q3 		$422K Buy
1,890
+139
+8% +$30.9K 0.07% 139
2024
Q2 		$369K Sell
1,751
-243
-12% -$49.9K 0.07% 140
2024
Q1 		$411K Buy
1,994
+106
+6% +$21.1K 0.08% 115
2023
Q4 		$358K Buy
1,888
+504
+36% +$97.4K 0.08% 115
2023
Q3 		$263K Buy
+1,384
New +$265K 0.07% 124

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

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

Aprio Wealth Management reduced its Marsh (MRSH) stake by 38% in Q2 2026, selling an estimated $154K and leaving 1,533 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #561.

Aprio Wealth Management first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $719K in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Aprio Wealth Management held 1,533 shares of Marsh worth $256K as of Q2 2026.
  • Aprio Wealth Management sold 920 Marsh shares in Q2 2026, an estimated $154K.
  • Marsh made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #561 holding.
  • Aprio Wealth Management first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
  • Aprio Wealth Management's Marsh position peaked at $719K in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.