BHPW
MRSH

Beverly Hills Private Wealth’s Marsh MRSH Stock Holding History

Beverly Hills 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 		$503K Sell
3,019
-3,603
-54% -$602K 0.1% 157
2026
Q1 		$1.15M Buy
6,622
+22
+0.3% +$3.96K 0.19% 120
2025
Q4 		$1.22M Sell
6,600
-119
-2% -$22.2K 0.21% 115
2025
Q3 		$1.35M Sell
6,719
-226
-3% -$46.5K 0.24% 108
2025
Q2 		$1.52M Sell
6,945
-201
-3% -$45.4K 0.28% 94
2025
Q1 		$1.74M Sell
7,146
-260
-4% -$59K 0.34% 80
2024
Q4 		$1.57M Sell
7,406
-177
-2% -$39.3K 0.32% 88
2024
Q3 		$1.69M Sell
7,583
-1,213
-14% -$269K 0.34% 85
2024
Q2 		$1.85M Sell
8,796
-459
-5% -$94.3K 0.4% 67
2024
Q1 		$1.91M Sell
9,255
-622
-6% -$124K 0.44% 60
2023
Q4 		$1.87M Sell
9,877
-200
-2% -$38.6K 0.49% 61
2023
Q3 		$1.92M Sell
10,077
-10,373
-51% -$1.99M 0.57% 49
2023
Q2 		$3.88M Buy
20,450
+10,436
+104% +$1.85M 0.64% 48
2023
Q1 		$1.67M Buy
10,014
+1,511
+18% +$252K 0.52% 56
2022
Q4 		$1.41M Buy
+8,503
New +$1.39M 0.61% 54

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

Beverly Hills Private Wealth's MRSH Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Marsh (MRSH) stake by 54% in Q2 2026, selling an estimated $602K and leaving 3,019 shares worth $503K. The position accounts for 0.1% of the portfolio, ranked #157.

Beverly Hills Private Wealth first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.88M in Q2 2023. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Beverly Hills Private Wealth held 3,019 shares of Marsh worth $503K as of Q2 2026.
  • Beverly Hills Private Wealth sold 3,603 Marsh shares in Q2 2026, an estimated $602K.
  • Marsh made up 0.1% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #157 holding.
  • Beverly Hills Private Wealth first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Marsh position peaked at $3.88M in Q2 2023.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.