DWM
MRSH

Defined Wealth Management’s Marsh MRSH Stock Holding History

Defined Wealth Management’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 		$513K Sell
3,075
-122
-4% -$20.4K 0.26% 80
2026
Q1 		$555K Buy
3,197
+40
+1% +$7.19K 0.32% 72
2025
Q4 		$586K Buy
3,157
+10
+0.3% +$1.87K 0.34% 67
2025
Q3 		$634K Sell
3,147
-55
-2% -$11.3K 0.37% 61
2025
Q2 		$700K Buy
3,202
+4
+0.1% +$903 0.43% 54
2025
Q1 		$780K Buy
3,198
+47
+1% +$10.7K 0.52% 51
2024
Q4 		$669K Buy
3,151
+5
+0.2% +$1.11K 0.44% 53
2024
Q3 		$702K Buy
3,146
+15
+0.5% +$3.33K 0.46% 53
2024
Q2 		$660K Buy
3,131
+16
+0.5% +$3.29K 0.46% 56
2024
Q1 		$642K Sell
3,115
-3
-0.1% -$598 0.46% 56
2023
Q4 		$591K Buy
3,118
+5
+0.2% +$966 0.45% 57
2023
Q3 		$592K Buy
3,113
+16
+0.5% +$3.07K 0.51% 52
2023
Q2 		$582K Buy
3,097
+2
+0.1% +$355 0.49% 54
2023
Q1 		$515K Hold
3,095
– – 0.48% 55
2022
Q4 		$512K Hold
3,095
– – 0.48% 54
2022
Q3 		$462K Hold
3,095
– – 0.5% 50
2022
Q2 		$480K Hold
3,095
– – 0.49% 51
2022
Q1 		$527K Hold
3,095
– – 0.46% 48
2021
Q4 		$538K Hold
3,095
– – 0.44% 52
2021
Q3 		$469K Hold
3,095
– – 0.42% 52
2021
Q2 		$435K Hold
3,095
– – 0.39% 61
2021
Q1 		$377K Hold
3,095
– – 0.36% 63
2020
Q4 		$362K Buy
+3,095
New +$352K 0.36% 60

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

Defined Wealth Management's MRSH Position: Q2 2026 in Review

Defined Wealth Management reduced its Marsh (MRSH) stake by 3.8% in Q2 2026, selling an estimated $20.4K and leaving 3,075 shares worth $513K. The position accounts for 0.26% of the portfolio, ranked #80.

Defined Wealth Management first reported a position in MRSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $780K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Defined Wealth Management held 3,075 shares of Marsh worth $513K as of Q2 2026.
  • Defined Wealth Management sold 122 Marsh shares in Q2 2026, an estimated $20.4K.
  • Marsh made up 0.26% of Defined Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Defined Wealth Management first reported a position in Marsh in Q4 2020 and has held it in 23 quarters since.
  • Defined Wealth Management's Marsh position peaked at $780K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.