BWM
MRSH

Bullock Wealth Management’s Marsh MRSH Stock Holding History

Bullock 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
Q2 		$6.71K Hold
39
– – ﹤0.01% 478
2026
Q1 		$6.7K Hold
39
– – ﹤0.01% 466
2025
Q4 		$7.24K Hold
39
– – ﹤0.01% 441
2025
Q3 		$7.85K Hold
39
– – ﹤0.01% 444
2025
Q2 		$8.49K Hold
39
– – ﹤0.01% 413
2025
Q1 		$9.52K Hold
39
– – 0.01% 380
2024
Q4 		$8.28K Hold
39
– – ﹤0.01% 412
2024
Q3 		$8.69K Buy
+39
New +$8.66K 0.01% 386

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

Bullock Wealth Management's MRSH Position: Q2 2026 in Review

Bullock Wealth Management held its Marsh (MRSH) position steady in Q2 2026 at 39 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Bullock Wealth Management first reported a position in MRSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.52K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Bullock Wealth Management held 39 shares of Marsh worth $6.71K as of Q2 2026.
  • Bullock Wealth Management left its Marsh share count unchanged in Q2 2026.
  • Marsh made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Bullock Wealth Management first reported a position in Marsh in Q3 2024 and has held it in 8 quarters since.
  • Bullock Wealth Management's Marsh position peaked at $9.52K in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.