BBA
MRSH

Braun-Bostich & Associates’s Marsh MRSH Stock Holding History

Braun-Bostich & Associates’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 		– Sell
-1,180
Closed -$219K – 133
2025
Q4 		$219K Sell
1,180
-52
-4% -$9.72K 0.14% 114
2025
Q3 		$248K Buy
1,232
+38
+3% +$7.82K 0.16% 103
2025
Q2 		$261K Sell
1,194
-87
-7% -$19.6K 0.18% 96
2025
Q1 		$313K Buy
1,281
+67
+6% +$15.2K 0.23% 80
2024
Q4 		$258K Sell
1,214
-174
-13% -$38.6K 0.19% 88
2024
Q3 		$310K Buy
1,388
+121
+10% +$26.9K 0.22% 77
2024
Q2 		$267K Buy
+1,267
New +$260K 0.2% 85
2020
Q3 		– Sell
-114
Closed -$12K – 302
2020
Q2 		$12K Hold
114
– – 0.01% 207
2020
Q1 		$9K Hold
114
– – 0.01% 218
2019
Q4 		$13K Buy
+114
New +$11.9K 0.01% 217
2019
Q3 		– Sell
-114
Closed -$11K – 215
2019
Q2 		$11K Hold
114
– – 0.01% 258
2019
Q1 		$11K Sell
114
-434
-79% -$38.4K 0.01% 261
2018
Q4 		$44K Buy
548
+114
+26% +$9.5K 0.05% 182
2018
Q3 		$36K Buy
434
+301
+226% +$25.5K 0.03% 189
2018
Q2 		$11K Hold
133
– – 0.01% 251
2018
Q1 		$11K Hold
133
– – 0.01% 252
2017
Q4 		$11K Buy
+133
New +$11.1K 0.01% 250

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Braun-Bostich & Associates's MRSH Position: Q1 2026 in Review

Braun-Bostich & Associates sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,180 shares — an estimated $219K sold.

Braun-Bostich & Associates first reported a position in MRSH in Q4 2017 and held it in 17 quarters. The position peaked at $313K in Q1 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Braun-Bostich & Associates reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Braun-Bostich & Associates sold 1,180 Marsh shares in Q1 2026, an estimated $219K.
  • Braun-Bostich & Associates first reported a position in Marsh in Q4 2017 and held it in 17 quarters.
  • Braun-Bostich & Associates's Marsh position peaked at $313K in Q1 2025.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Braun-Bostich & Associates's 13F filing for Q1 2026, filed 15 Apr 2026.