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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cornerstone Wealth Group's MRSH Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Marsh (MRSH) stake by 22% in Q1 2026, buying an estimated $44.6K and bringing the position to 1,397 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #376.

Cornerstone Wealth Group first reported a position in MRSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $313K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Cornerstone Wealth Group held 1,397 shares of Marsh worth $250K as of Q1 2026.
Cornerstone Wealth Group bought 248 Marsh shares in Q1 2026, an estimated $44.6K.
Marsh made up 0.02% of Cornerstone Wealth Group's portfolio in Q1 2026, its #376 holding.
Cornerstone Wealth Group first reported a position in Marsh in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's Marsh position peaked at $313K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.