CWG
MRSH

Cornerstone Wealth Group’s Marsh MRSH Stock Holding History

Cornerstone Wealth 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 		$261K Buy
1,568
+171
+12% +$28.6K 0.02% 401
2026
Q1 		$250K Buy
1,397
+248
+22% +$44.6K 0.02% 376
2025
Q4 		$213K Sell
1,149
-109
-9% -$20.4K 0.01% 360
2025
Q3 		$254K Sell
1,258
-30
-2% -$6.17K 0.02% 288
2025
Q2 		$282K Buy
1,288
+5
+0.4% +$1.13K 0.02% 259
2025
Q1 		$313K Buy
1,283
+8
+0.6% +$1.81K 0.03% 218
2024
Q4 		$271K Buy
1,275
+25
+2% +$5.55K 0.02% 227
2024
Q3 		$279K Buy
1,250
+40
+3% +$8.88K 0.02% 213
2024
Q2 		$255K Buy
1,210
+87
+8% +$17.9K 0.02% 213
2024
Q1 		$231K Buy
+1,123
New +$224K 0.02% 217

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

Cornerstone Wealth Group's MRSH Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Marsh (MRSH) stake by 12% in Q2 2026, buying an estimated $28.6K and bringing the position to 1,568 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #401.

Cornerstone Wealth Group first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $313K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Cornerstone Wealth Group held 1,568 shares of Marsh worth $261K as of Q2 2026.
  • Cornerstone Wealth Group bought 171 Marsh shares in Q2 2026, an estimated $28.6K.
  • Marsh made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #401 holding.
  • Cornerstone Wealth Group first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Wealth Group's Marsh position peaked at $313K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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