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Chung Wu Investment Group’s Marsh MRSH Stock Holding History

Chung Wu Investment Group’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 		$8.5K Sell
51
-51
-50% -$8.53K 0.01% 237
2026
Q1 		$17.7K Hold
102
– – 0.02% 183
2025
Q4 		$18.9K Hold
102
– – 0.02% 184
2025
Q3 		$20.6K Hold
102
– – 0.02% 178
2025
Q2 		$22.3K Buy
+102
New +$23K 0.02% 165

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

Chung Wu Investment Group's MRSH Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Marsh (MRSH) stake by 50% in Q2 2026, selling an estimated $8.53K and leaving 51 shares worth $8.5K. The position accounts for 0.01% of the portfolio, ranked #237.

Chung Wu Investment Group first reported a position in MRSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.3K in Q2 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Chung Wu Investment Group held 51 shares of Marsh worth $8.5K as of Q2 2026.
  • Chung Wu Investment Group sold 51 Marsh shares in Q2 2026, an estimated $8.53K.
  • Marsh made up 0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #237 holding.
  • Chung Wu Investment Group first reported a position in Marsh in Q2 2025 and has held it in 5 quarters since.
  • Chung Wu Investment Group's Marsh position peaked at $22.3K in Q2 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.