Burling Wealth Partners’s Marsh MRSH Stock Holding History

Burling Wealth Partners’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	$2.41M	Sell	14,455 -2,837	-16%	-$474K	0.35%	67
2026 Q1	$3M	Sell	17,292 -2,876	-14%	-$517K	0.49%	55
2025 Q4	$3.74M	Sell	20,168 -2,166	-10%	-$405K	0.58%	44
2025 Q3	$4.5M	Buy	22,334 +548	+3%	+$113K	0.75%	37
2025 Q2	$4.76M	Buy	21,786 +1,086	+5%	+$245K	0.88%	33
2025 Q1	$5.05M	Buy	20,700 +925	+5%	+$210K	1.06%	26
2024 Q4	$4.2M	Buy	+19,775	New	+$4.39M	0.86%	34

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Burling Wealth Partners's MRSH Position: Q2 2026 in Review

Burling Wealth Partners reduced its Marsh (MRSH) stake by 16% in Q2 2026, selling an estimated $474K and leaving 14,455 shares worth $2.41M. The position accounts for 0.35% of the portfolio, ranked #67.

Burling Wealth Partners first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.05M in Q1 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Burling Wealth Partners held 14,455 shares of Marsh worth $2.41M as of Q2 2026.
Burling Wealth Partners sold 2,837 Marsh shares in Q2 2026, an estimated $474K.
Marsh made up 0.35% of Burling Wealth Partners's portfolio in Q2 2026, its #67 holding.
Burling Wealth Partners first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
Burling Wealth Partners's Marsh position peaked at $5.05M in Q1 2025.
1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.