BMWS
MRSH

Brady Martz Wealth Solutions’s Marsh MRSH Stock Holding History

Brady Martz Wealth Solutions’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 		– Sell
-1,163
Closed -$202K – 231
2026
Q1 		$202K Buy
+1,163
New +$209K 0.03% 189

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

Brady Martz Wealth Solutions's MRSH Position: Q2 2026 in Review

Brady Martz Wealth Solutions sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,163 shares — an estimated $202K sold.

Brady Martz Wealth Solutions first reported a position in MRSH in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Brady Martz Wealth Solutions reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Brady Martz Wealth Solutions sold 1,163 Marsh shares in Q2 2026, an estimated $202K.
  • Brady Martz Wealth Solutions first reported a position in Marsh in Q1 2026 and held it in 1 quarter.
  • Brady Martz Wealth Solutions's Marsh position peaked at $202K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.