AWM
MRSH

Ariadne Wealth Management’s Marsh MRSH Stock Holding History

Ariadne 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 		$271K Buy
1,563
+316
+25% +$56.8K 0.12% 184
2025
Q4 		$216K Buy
+1,247
New +$233K 0.09% 233

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

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

Ariadne Wealth Management increased its Marsh (MRSH) stake by 25% in Q1 2026, buying an estimated $56.8K and bringing the position to 1,563 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #184.

Ariadne Wealth Management first reported a position in MRSH in Q4 2025 and has held it in 2 quarters since. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Ariadne Wealth Management held 1,563 shares of Marsh worth $271K as of Q1 2026.
  • Ariadne Wealth Management bought 316 Marsh shares in Q1 2026, an estimated $56.8K.
  • Marsh made up 0.12% of Ariadne Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Ariadne Wealth Management first reported a position in Marsh in Q4 2025 and has held it in 2 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.