BFWA
MRSH

Benchmark Financial Wealth Advisors’s Marsh MRSH Stock Holding History

Benchmark Financial Wealth Advisors’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 		$216K Buy
1,296
+123
+10% +$20.6K 0.05% 137
2026
Q1 		$204K Sell
1,173
-2
-0.2% -$360 0.06% 128
2025
Q4 		$218K Buy
1,175
+3
+0.3% +$561 0.06% 121
2025
Q3 		$236K Sell
1,172
-47
-4% -$9.67K 0.07% 104
2025
Q2 		$267K Buy
1,219
+31
+3% +$7K 0.09% 93
2025
Q1 		$290K Sell
1,188
-65
-5% -$14.7K 0.11% 84
2024
Q4 		$266K Buy
1,253
+4
+0.3% +$887 0.09% 84
2024
Q3 		$279K Buy
+1,249
New +$277K 0.09% 78

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

Benchmark Financial Wealth Advisors's MRSH Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Marsh (MRSH) stake by 10% in Q2 2026, buying an estimated $20.6K and bringing the position to 1,296 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #137.

Benchmark Financial Wealth Advisors first reported a position in MRSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $290K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 1,296 shares of Marsh worth $216K as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 123 Marsh shares in Q2 2026, an estimated $20.6K.
  • Marsh made up 0.05% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Marsh in Q3 2024 and has held it in 8 quarters since.
  • Benchmark Financial Wealth Advisors's Marsh position peaked at $290K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.