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Buck Wealth Strategies’s Marsh MRSH Stock Holding History

Buck Wealth Strategies’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 		$3.67K Buy
+22
New +$3.68K ﹤0.01% 775
2025
Q4 		– Sell
-1,010
Closed -$204K – 191
2025
Q3 		$204K Buy
+1,010
New +$208K 0.03% 168

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

Buck Wealth Strategies's MRSH Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Marsh (MRSH) in Q2 2026: 22 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in MRSH as recently as Q3 2025.

Buck Wealth Strategies first reported a position in MRSH in Q3 2025 and has held it in 2 quarters since. The position peaked at $204K in Q3 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Buck Wealth Strategies held 22 shares of Marsh worth $3.67K as of Q2 2026.
  • Marsh was a new Buck Wealth Strategies position in Q2 2026.
  • Marsh made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #775 holding.
  • Buck Wealth Strategies first reported a position in Marsh in Q3 2025 and has held it in 2 quarters since.
  • Buck Wealth Strategies's Marsh position peaked at $204K in Q3 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.