CreativeOne Wealth’s Marsh MRSH Stock Holding History

CreativeOne Wealth’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	$672K	Sell	4,033 -367	-8%	-$61.3K	0.01%	695
2026 Q1	$763K	Sell	4,400 -4	-0.1%	-$719	0.02%	667
2025 Q4	$817K	Sell	4,404 -5,898	-57%	-$1.1M	0.02%	629
2025 Q3	$2.08M	Sell	10,302 -24,769	-71%	-$5.09M	0.05%	331
2025 Q2	$7.67M	Sell	35,071 -303	-0.9%	-$68.4K	0.2%	97
2025 Q1	$8.63M	Buy	35,374 +1,326	+4%	+$301K	0.26%	78
2024 Q4	$7.23M	Buy	34,048 +19,782	+139%	+$4.39M	0.22%	90
2024 Q3	$3.18M	Buy	14,266 +1,123	+9%	+$249K	0.11%	181
2024 Q2	$2.77M	Sell	13,143 -400	-3%	-$82.2K	0.14%	140
2024 Q1	$2.79M	Buy	+13,543	New	+$2.7M	0.11%	169

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

CreativeOne Wealth's MRSH Position: Q2 2026 in Review

CreativeOne Wealth reduced its Marsh (MRSH) stake by 8.3% in Q2 2026, selling an estimated $61.3K and leaving 4,033 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #695.

CreativeOne Wealth first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.63M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

CreativeOne Wealth held 4,033 shares of Marsh worth $672K as of Q2 2026.
CreativeOne Wealth sold 367 Marsh shares in Q2 2026, an estimated $61.3K.
Marsh made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #695 holding.
CreativeOne Wealth first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
CreativeOne Wealth's Marsh position peaked at $8.63M in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.