ATPW
MRSH

Ashton Thomas Private Wealth’s Marsh MRSH Stock Holding History

Ashton Thomas Private Wealth’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 		$2.11M Buy
12,646
+2,010
+19% +$336K 0.04% 371
2026
Q1 		$1.84M Buy
10,636
+141
+1% +$25.4K 0.04% 381
2025
Q4 		$1.95M Buy
10,495
+314
+3% +$58.7K 0.05% 330
2025
Q3 		$2.05M Buy
10,181
+2,225
+28% +$458K 0.05% 323
2025
Q2 		$1.74M Buy
7,956
+1,240
+18% +$280K 0.06% 304
2025
Q1 		$1.64M Buy
6,716
+669
+11% +$152K 0.06% 287
2024
Q4 		$1.28M Buy
6,047
+3,432
+131% +$761K 0.05% 337
2024
Q3 		$583K Buy
2,615
+661
+34% +$147K 0.03% 417
2024
Q2 		$412K Sell
1,954
-1,162
-37% -$239K 0.02% 457
2024
Q1 		$642K Buy
3,116
+290
+10% +$57.8K 0.04% 377
2023
Q4 		$535K Buy
2,826
+416
+17% +$80.4K 0.03% 405
2023
Q3 		$459K Sell
2,410
-84
-3% -$16.1K 0.03% 407
2023
Q2 		$469K Buy
2,494
+873
+54% +$155K 0.04% 401
2023
Q1 		$270K Sell
1,621
-3,331
-67% -$555K 0.02% 436
2022
Q4 		$819K Buy
+4,952
New +$810K 0.08% 263

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

Ashton Thomas Private Wealth's MRSH Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Marsh (MRSH) stake by 19% in Q2 2026, buying an estimated $336K and bringing the position to 12,646 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #371.

Ashton Thomas Private Wealth first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Ashton Thomas Private Wealth held 12,646 shares of Marsh worth $2.11M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 2,010 Marsh shares in Q2 2026, an estimated $336K.
  • Marsh made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #371 holding.
  • Ashton Thomas Private Wealth first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.