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Bogart Wealth LLC’s Marsh MRSH Stock Holding History

Bogart Wealth LLC’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 		$169K Sell
1,013
-7
-0.7% -$1.17K 0.01% 316
2026
Q1 		$177K Buy
1,020
+44
+5% +$7.91K 0.01% 276
2025
Q4 		$181K Buy
976
+6
+0.6% +$1.12K 0.01% 262
2025
Q3 		$196K Buy
970
+16
+2% +$3.29K 0.01% 251
2025
Q2 		$209K Buy
954
+87
+10% +$19.6K 0.01% 234
2025
Q1 		$212K Buy
867
+250
+41% +$56.7K 0.01% 220
2024
Q4 		$131K Buy
617
+36
+6% +$7.99K 0.01% 265
2024
Q3 		$130K Hold
581
– – 0.01% 274
2024
Q2 		$122K Sell
581
-9
-2% -$1.85K 0.01% 269
2024
Q1 		$122K Sell
590
-36
-6% -$7.17K 0.01% 254
2023
Q4 		$119K Hold
626
– – 0.01% 243
2023
Q3 		$119K Hold
626
– – 0.01% 232
2023
Q2 		$118K Hold
626
– – 0.01% 231
2023
Q1 		$104K Hold
626
– – 0.01% 229
2022
Q4 		$104K Sell
626
-40
-6% -$6.54K 0.01% 228
2022
Q3 		$99K Buy
666
+40
+6% +$6.42K 0.01% 219
2022
Q2 		$97K Hold
626
– – 0.01% 211
2022
Q1 		$107K Hold
626
– – 0.01% 200
2021
Q4 		$109K Hold
626
– – 0.01% 191
2021
Q3 		$95K Buy
626
+101
+19% +$15.3K 0.01% 191
2021
Q2 		$74K Hold
525
– – 0.01% 213
2021
Q1 		$64K Sell
525
-524
-50% -$60.3K 0.01% 209
2020
Q4 		$122K Sell
1,049
-516
-33% -$58.6K 0.02% 150
2020
Q3 		$179K Buy
+1,565
New +$179K 0.04% 126

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's MRSH Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Marsh (MRSH) stake by 0.69% in Q2 2026, selling an estimated $1.17K and leaving 1,013 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #316.

Bogart Wealth LLC first reported a position in MRSH in Q3 2020 and has held it in 24 quarters since. The position peaked at $212K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Bogart Wealth LLC held 1,013 shares of Marsh worth $169K as of Q2 2026.
  • Bogart Wealth LLC sold 7 Marsh shares in Q2 2026, an estimated $1.17K.
  • Marsh made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #316 holding.
  • Bogart Wealth LLC first reported a position in Marsh in Q3 2020 and has held it in 24 quarters since.
  • Bogart Wealth LLC's Marsh position peaked at $212K in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.