CWP
MRSH

Concord Wealth Partners’s Marsh MRSH Stock Holding History

Concord 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 		$1.02M Sell
6,096
-172
-3% -$28.8K 0.12% 129
2026
Q1 		$1.09M Buy
6,268
+584
+10% +$105K 0.14% 125
2025
Q4 		$1.05M Sell
5,684
-349
-6% -$65.2K 0.14% 127
2025
Q3 		$1.22M Hold
6,033
– – 0.17% 119
2025
Q2 		$1.32M Sell
6,033
-15
-0.2% -$3.39K 0.19% 112
2025
Q1 		$1.48M Sell
6,048
-107
-2% -$24.3K 0.24% 96
2024
Q4 		$1.31M Buy
6,155
+78
+1% +$17.3K 0.21% 90
2024
Q3 		$1.36M Buy
6,077
+7
+0.1% +$1.55K 0.23% 82
2024
Q2 		$1.28M Sell
6,070
-62
-1% -$12.7K 0.23% 89
2024
Q1 		$1.26M Sell
6,132
-10
-0.2% -$1.99K 0.23% 85
2023
Q4 		$1.16M Buy
6,142
+1,062
+21% +$205K 0.23% 86
2023
Q3 		$967K Buy
5,080
+4,828
+1,916% +$925K 0.21% 80
2023
Q2 		$47.4K Buy
252
+72
+40% +$12.8K 0.01% 374
2023
Q1 		$30.1K Sell
180
-223
-55% -$37.1K 0.01% 424
2022
Q4 		$66.7K Buy
+403
New +$65.9K 0.02% 321
2022
Q3 		– Sell
-1,006
Closed -$156K – 737
2022
Q2 		$156K Sell
1,006
-18
-2% -$2.88K 0.04% 191
2022
Q1 		$175K Buy
1,024
+18
+2% +$2.84K 0.05% 197
2021
Q4 		$175K Buy
1,006
+525
+109% +$87.2K 0.04% 209
2021
Q3 		$73K Sell
481
-444
-48% -$67.2K 0.03% 164
2021
Q2 		$130K Sell
925
-120
-11% -$16.1K 0.04% 196
2021
Q1 		$127K Buy
1,045
+1,038
+14,829% +$120K 0.04% 179
2020
Q4 		$1K Buy
+7
New +$795 ﹤0.01% 634

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 $3.37T AUM 44.26% 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

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

Concord Wealth Partners reduced its Marsh (MRSH) stake by 2.7% in Q2 2026, selling an estimated $28.8K and leaving 6,096 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #129.

Concord Wealth Partners first reported a position in MRSH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.48M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Concord Wealth Partners held 6,096 shares of Marsh worth $1.02M as of Q2 2026.
  • Concord Wealth Partners sold 172 Marsh shares in Q2 2026, an estimated $28.8K.
  • Marsh made up 0.12% of Concord Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • Concord Wealth Partners first reported a position in Marsh in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Marsh position peaked at $1.48M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.