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BOK Financial Private Wealth’s Marsh MRSH Stock Holding History

BOK Financial 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 		$3.17K Buy
+19
New +$3.18K ﹤0.01% 565
2025
Q2 		– Sell
-50
Closed -$12.2K – 472
2025
Q1 		$12.2K Buy
50
+42
+525% +$9.53K ﹤0.01% 374
2024
Q4 		$1.7K Buy
+8
New +$1.77K ﹤0.01% 456
2022
Q2 		– Sell
-2,341
Closed -$399K – 418
2022
Q1 		$399K Buy
2,341
+199
+9% +$31.4K 0.03% 192
2021
Q4 		$372K Buy
2,142
+239
+13% +$39.7K 0.03% 202
2021
Q3 		$288K Buy
1,903
+301
+19% +$45.5K 0.02% 198
2021
Q2 		$225K Buy
+1,602
New +$215K 0.02% 208

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

BOK Financial Private Wealth's MRSH Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Marsh (MRSH) in Q2 2026: 19 shares worth $3.17K. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in MRSH as recently as Q1 2025.

BOK Financial Private Wealth first reported a position in MRSH in Q2 2021 and has held it in 7 quarters since. The position peaked at $399K in Q1 2022. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • BOK Financial Private Wealth held 19 shares of Marsh worth $3.17K as of Q2 2026.
  • Marsh was a new BOK Financial Private Wealth position in Q2 2026.
  • Marsh made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #565 holding.
  • BOK Financial Private Wealth first reported a position in Marsh in Q2 2021 and has held it in 7 quarters since.
  • BOK Financial Private Wealth's Marsh position peaked at $399K in Q1 2022.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.