BTWM
MRSH

Baker Tilly Wealth Management’s Marsh MRSH Stock Holding History

Baker Tilly 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 		$1.03M Buy
6,198
+399
+7% +$66.7K 0.22% 85
2026
Q1 		$1.01M Buy
5,799
+2,516
+77% +$452K 0.24% 79
2025
Q4 		$609K Buy
3,283
+525
+19% +$98.1K 0.15% 139
2025
Q3 		$556K Buy
+2,758
New +$567K 0.13% 138

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

Baker Tilly Wealth Management's MRSH Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Marsh (MRSH) stake by 6.9% in Q2 2026, buying an estimated $66.7K and bringing the position to 6,198 shares worth $1.03M. The position accounts for 0.22% of the portfolio, ranked #85.

Baker Tilly Wealth Management first reported a position in MRSH in Q3 2025 and has held it in 4 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Baker Tilly Wealth Management held 6,198 shares of Marsh worth $1.03M as of Q2 2026.
  • Baker Tilly Wealth Management bought 399 Marsh shares in Q2 2026, an estimated $66.7K.
  • Marsh made up 0.22% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Baker Tilly Wealth Management first reported a position in Marsh in Q3 2025 and has held it in 4 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.