Capital Wealth Planning’s Marsh MRSH Stock Holding History

Capital Wealth Planning’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	$240K	Buy	1,438 +31	+2%	+$5.18K	﹤0.01%	149
2026 Q1	$244K	Buy	1,407 +7	+0.5%	+$1.26K	﹤0.01%	147
2025 Q4	$260K	Sell	1,400 -130	-8%	-$24.3K	﹤0.01%	149
2025 Q3	$308K	Buy	1,530 +130	+9%	+$26.7K	﹤0.01%	141
2025 Q2	$306K	Hold	1,400	–	–	﹤0.01%	129
2025 Q1	$342K	Hold	1,400	–	–	﹤0.01%	123
2024 Q4	$297K	Sell	1,400 -196	-12%	-$43.5K	﹤0.01%	121
2024 Q3	$356K	Hold	1,596	–	–	﹤0.01%	121
2024 Q2	$336K	Buy	1,596 +196	+14%	+$40.3K	﹤0.01%	110
2024 Q1	$288K	Hold	1,400	–	–	﹤0.01%	120
2023 Q4	$265K	Hold	1,400	–	–	﹤0.01%	132
2023 Q3	$266K	Hold	1,400	–	–	﹤0.01%	128
2023 Q2	$263K	Sell	1,400 -74	-5%	-$13.1K	﹤0.01%	119
2023 Q1	$245K	Buy	1,474 +74	+5%	+$12.3K	﹤0.01%	127
2022 Q4	$232K	Hold	1,400	–	–	﹤0.01%	91
2022 Q3	$209K	Buy	+1,400	New	+$225K	﹤0.01%	85
2022 Q2	–	Sell	-1,400	Closed	-$239K	–	91
2022 Q1	$239K	Hold	1,400	–	–	﹤0.01%	85
2021 Q4	$243K	Buy	+1,400	New	+$233K	0.01%	95

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 $3.37T AUM 44.26% 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

Capital Wealth Planning's MRSH Position: Q2 2026 in Review

Capital Wealth Planning increased its Marsh (MRSH) stake by 2.2% in Q2 2026, buying an estimated $5.18K and bringing the position to 1,438 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #149.

Capital Wealth Planning first reported a position in MRSH in Q4 2021 and has held it in 18 quarters since. The position peaked at $356K in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Capital Wealth Planning held 1,438 shares of Marsh worth $240K as of Q2 2026.
Capital Wealth Planning bought 31 Marsh shares in Q2 2026, an estimated $5.18K.
Marsh made up ﹤0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #149 holding.
Capital Wealth Planning first reported a position in Marsh in Q4 2021 and has held it in 18 quarters since.
Capital Wealth Planning's Marsh position peaked at $356K in Q3 2024.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.