BWP
MRSH

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Burling Wealth Partners's MRSH Position: Q1 2026 in Review

Burling Wealth Partners reduced its Marsh (MRSH) stake by 14% in Q1 2026, selling an estimated $517K and leaving 17,292 shares worth $3M. The position accounts for 0.49% of the portfolio, ranked #55.

Burling Wealth Partners first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.05M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Burling Wealth Partners held 17,292 shares of Marsh worth $3M as of Q1 2026.
  • Burling Wealth Partners sold 2,876 Marsh shares in Q1 2026, an estimated $517K.
  • Marsh made up 0.49% of Burling Wealth Partners's portfolio in Q1 2026, its #55 holding.
  • Burling Wealth Partners first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Marsh position peaked at $5.05M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.