Curated Wealth Partners’s Marsh MRSH Stock Holding History

Curated 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	$261K	Buy	1,563 +375	+32%	+$62.7K	0.03%	191
2026 Q1	$206K	Sell	1,188 -771	-39%	-$139K	0.03%	216
2025 Q4	$363K	Buy	+1,959	New	+$366K	0.04%	142
2022 Q4	–	Sell	-1,342	Closed	-$201K	–	135
2022 Q3	$201K	Hold	1,342	–	–	0.06%	120
2022 Q2	$210K	Sell	1,342 -554	-29%	-$88.8K	0.06%	122
2022 Q1	$329K	Hold	1,896	–	–	0.11%	100
2021 Q4	$329K	Buy	1,896 +13	+0.7%	+$2.16K	0.11%	103
2021 Q3	$285K	Sell	1,883 -185	-9%	-$28K	0.16%	113
2021 Q2	$291K	Buy	2,068 +241	+13%	+$32.3K	0.16%	115
2021 Q1	$223K	Sell	1,827 -204	-10%	-$23.5K	0.14%	127
2020 Q4	$238K	Buy	+2,031	New	+$231K	0.15%	124

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

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

Curated Wealth Partners increased its Marsh (MRSH) stake by 32% in Q2 2026, buying an estimated $62.7K and bringing the position to 1,563 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #191.

Curated Wealth Partners first reported a position in MRSH in Q4 2020 and has held it in 11 quarters since. The position peaked at $363K in Q4 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Curated Wealth Partners held 1,563 shares of Marsh worth $261K as of Q2 2026.
Curated Wealth Partners bought 375 Marsh shares in Q2 2026, an estimated $62.7K.
Marsh made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #191 holding.
Curated Wealth Partners first reported a position in Marsh in Q4 2020 and has held it in 11 quarters since.
Curated Wealth Partners's Marsh position peaked at $363K in Q4 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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