BWM
MRSH

BNC Wealth Management’s Marsh MRSH Stock Holding History

BNC 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
Q1 		$3.79M Sell
21,878
-292
-1% -$52.5K 1.05% 42
2025
Q4 		$4.11M Sell
22,170
-113
-0.5% -$21.1K 1.05% 34
2025
Q3 		$4.49M Sell
22,283
-120
-0.5% -$24.7K 1.13% 33
2025
Q2 		$4.9M Sell
22,403
-381
-2% -$86K 1.45% 23
2025
Q1 		$5.56M Sell
22,784
-1,688
-7% -$383K 2% 12
2024
Q4 		$5.2M Sell
24,472
-68
-0.3% -$15.1K 1.71% 19
2024
Q3 		$5.47M Sell
24,540
-461
-2% -$102K 2.02% 15
2024
Q2 		$5.27M Sell
25,001
-500
-2% -$103K 1.96% 15
2024
Q1 		$5.25M Sell
25,501
-779
-3% -$155K 2.25% 12
2023
Q4 		$4.98M Hold
26,280
– – 2.35% 11
2023
Q3 		$5M Hold
26,280
– – 2.68% 8
2023
Q2 		$4.94M Sell
26,280
-2,978
-10% -$528K 2.62% 7
2023
Q1 		$4.87M Sell
29,258
-150
-0.5% -$25K 2.72% 7
2022
Q4 		$4.87M Hold
29,408
– – 2.88% 8
2022
Q3 		$4.39M Hold
29,408
– – 2.65% 7
2022
Q2 		$4.57M Hold
29,408
– – 2.39% 9
2022
Q1 		$5.01M Buy
29,408
+34
+0.1% +$5.36K 2.47% 8
2021
Q4 		$5.11M Sell
29,374
-215
-0.7% -$35.7K 2.42% 8
2021
Q3 		$4.48M Hold
29,589
– – 2.66% 8
2021
Q2 		$4.16M Sell
29,589
-20,688
-41% -$2.77M 2.52% 9
2021
Q1 		$6.12M Sell
50,277
-445
-0.9% -$51.3K 4.35% 5
2020
Q4 		$5.93M Hold
50,722
– – 3.75% 5
2020
Q3 		$5.82M Buy
+50,722
New +$5.81M 4.09% 4

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BNC Wealth Management's MRSH Position: Q1 2026 in Review

BNC Wealth Management reduced its Marsh (MRSH) stake by 1.3% in Q1 2026, selling an estimated $52.5K and leaving 21,878 shares worth $3.79M. The position accounts for 1.05% of the portfolio, ranked #42.

BNC Wealth Management first reported a position in MRSH in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.12M in Q1 2021. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • BNC Wealth Management held 21,878 shares of Marsh worth $3.79M as of Q1 2026.
  • BNC Wealth Management sold 292 Marsh shares in Q1 2026, an estimated $52.5K.
  • Marsh made up 1.05% of BNC Wealth Management's portfolio in Q1 2026, its #42 holding.
  • BNC Wealth Management first reported a position in Marsh in Q3 2020 and has held it in 23 quarters since.
  • BNC Wealth Management's Marsh position peaked at $6.12M in Q1 2021.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.