BHWM
MRSH

Bay Harbor Wealth Management’s Marsh MRSH Stock Holding History

Bay Harbor 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 		$6.17K Buy
37
+1
+3% +$167 ﹤0.01% 376
2026
Q1 		$6.24K Buy
36
+4
+13% +$719 ﹤0.01% 303
2025
Q4 		$5.94K Buy
32
+15
+88% +$2.8K ﹤0.01% 257
2025
Q3 		$3.43K Sell
17
-1
-6% -$206 ﹤0.01% 270
2025
Q2 		$3.94K Buy
18
+10
+125% +$2.26K ﹤0.01% 200
2025
Q1 		$1.95K Buy
+8
New +$1.81K ﹤0.01% 195

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

Bay Harbor Wealth Management's MRSH Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Marsh (MRSH) stake by 2.8% in Q2 2026, buying an estimated $167 and bringing the position to 37 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Bay Harbor Wealth Management first reported a position in MRSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.24K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Bay Harbor Wealth Management held 37 shares of Marsh worth $6.17K as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 Marsh share in Q2 2026, an estimated $167.
  • Marsh made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #376 holding.
  • Bay Harbor Wealth Management first reported a position in Marsh in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Marsh position peaked at $6.24K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.