Bradley & Co Private Wealth Management’s Marsh MRSH Stock Holding History

Bradley & Co Private 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	$3.3K	Hold	19	–	–	﹤0.01%	173
2025 Q4	$3.52K	Hold	19	–	–	﹤0.01%	171
2025 Q3	$3.83K	Hold	19	–	–	﹤0.01%	165
2025 Q2	$4.15K	Hold	19	–	–	﹤0.01%	152
2025 Q1	$4.64K	Hold	19	–	–	﹤0.01%	144
2024 Q4	$4.04K	Buy	+19	New	+$4.21K	﹤0.01%	148
2024 Q2	$4K	Hold	19	–	–	﹤0.01%	145
2024 Q1	$3.91K	Hold	19	–	–	﹤0.01%	151
2023 Q4	$3.6K	Hold	19	–	–	﹤0.01%	161
2023 Q3	$3.62K	Hold	19	–	–	﹤0.01%	140
2023 Q2	$3.57K	Hold	19	–	–	﹤0.01%	141
2023 Q1	$3.16K	Hold	19	–	–	﹤0.01%	146
2022 Q4	$3.14K	Hold	19	–	–	﹤0.01%	150
2022 Q3	$3K	Hold	19	–	–	﹤0.01%	163
2022 Q2	$3K	Buy	+19	New	+$3.04K	﹤0.01%	169

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bradley & Co Private Wealth Management's MRSH Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Marsh (MRSH) position steady in Q1 2026 at 19 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Bradley & Co Private Wealth Management first reported a position in MRSH in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.64K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Bradley & Co Private Wealth Management held 19 shares of Marsh worth $3.3K as of Q1 2026.
Bradley & Co Private Wealth Management left its Marsh share count unchanged in Q1 2026.
Marsh made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #173 holding.
Bradley & Co Private Wealth Management first reported a position in Marsh in Q2 2022 and has held it in 15 quarters since.
Bradley & Co Private Wealth Management's Marsh position peaked at $4.64K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.