BPWM
MRSH

Badgley Phelps Wealth Managers’s Marsh MRSH Stock Holding History

Badgley Phelps Wealth Managers’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 		$18.4M Sell
110,525
-3,484
-3% -$582K 0.32% 78
2026
Q1 		$19.8M Sell
114,009
-12,902
-10% -$2.32M 0.39% 71
2025
Q4 		$23.5M Sell
126,911
-4,573
-3% -$855K 0.43% 59
2025
Q3 		$26.5M Sell
131,484
-1,636
-1% -$336K 0.56% 46
2025
Q2 		$29.1M Sell
133,120
-1,196
-0.9% -$270K 0.64% 42
2025
Q1 		$32.8M Sell
134,316
-2,751
-2% -$624K 0.79% 33
2024
Q4 		$29.1M Sell
137,067
-1,107
-0.8% -$246K 0.68% 40
2024
Q3 		$30.8M Sell
138,174
-2,405
-2% -$534K 0.72% 37
2024
Q2 		$29.6M Sell
140,579
-6,017
-4% -$1.24M 0.73% 37
2024
Q1 		$30.2M Sell
146,596
-915
-0.6% -$182K 0.76% 35
2023
Q4 		$27.9M Buy
147,511
+15,743
+12% +$3.04M 0.76% 39
2023
Q3 		$25.1M Sell
131,768
-6,080
-4% -$1.17M 0.85% 36
2023
Q2 		$25.9M Sell
137,848
-742
-0.5% -$132K 0.86% 37
2023
Q1 		$23.1M Buy
138,590
+2,886
+2% +$481K 0.85% 38
2022
Q4 		$22.5M Buy
135,704
+2,084
+2% +$341K 0.9% 36
2022
Q3 		$19.9M Buy
133,620
+4,339
+3% +$696K 0.86% 35
2022
Q2 		$20.1M Sell
129,281
-1,011
-0.8% -$162K 0.82% 39
2022
Q1 		$22.2M Sell
130,292
-870
-0.7% -$137K 0.77% 46
2021
Q4 		$22.8M Buy
131,162
+4,274
+3% +$710K 0.74% 44
2021
Q3 		$19.2M Buy
+126,888
New +$19.2M 0.7% 49

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

Badgley Phelps Wealth Managers's MRSH Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Marsh (MRSH) stake by 3.1% in Q2 2026, selling an estimated $582K and leaving 110,525 shares worth $18.4M. The position accounts for 0.32% of the portfolio, ranked #78.

Badgley Phelps Wealth Managers first reported a position in MRSH in Q3 2021 and has held it in 20 quarters since. The position peaked at $32.8M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Badgley Phelps Wealth Managers held 110,525 shares of Marsh worth $18.4M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 3,484 Marsh shares in Q2 2026, an estimated $582K.
  • Marsh made up 0.32% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #78 holding.
  • Badgley Phelps Wealth Managers first reported a position in Marsh in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Marsh position peaked at $32.8M in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.