DWP
MRSH

Daymark Wealth Partners’s Marsh MRSH Stock Holding History

Daymark 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 		$413K Sell
2,476
-3,659
-60% -$612K 0.01% 535
2026
Q1 		$1.06M Buy
6,135
+4,619
+305% +$830K 0.03% 287
2025
Q4 		$281K Buy
1,516
+46
+3% +$8.6K 0.01% 498
2025
Q3 		$296K Sell
1,470
-244
-14% -$50.2K 0.01% 482
2025
Q2 		$375K Buy
1,714
+489
+40% +$110K 0.01% 412
2025
Q1 		$299K Sell
1,225
-582
-32% -$132K 0.01% 420
2024
Q4 		$384K Buy
1,807
+433
+32% +$96.1K 0.02% 367
2024
Q3 		$307K Sell
1,374
-417
-23% -$92.6K 0.01% 419
2024
Q2 		$377K Buy
1,791
+675
+60% +$139K 0.02% 364
2024
Q1 		$230K Buy
+1,116
New +$222K 0.01% 391

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

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

Daymark Wealth Partners reduced its Marsh (MRSH) stake by 60% in Q2 2026, selling an estimated $612K and leaving 2,476 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #535.

Daymark Wealth Partners first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Daymark Wealth Partners held 2,476 shares of Marsh worth $413K as of Q2 2026.
  • Daymark Wealth Partners sold 3,659 Marsh shares in Q2 2026, an estimated $612K.
  • Marsh made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #535 holding.
  • Daymark Wealth Partners first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
  • Daymark Wealth Partners's Marsh position peaked at $1.06M in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.