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 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 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

Defined Wealth Management's MRSH Position: Q1 2026 in Review

Defined Wealth Management increased its Marsh (MRSH) stake by 1.3% in Q1 2026, buying an estimated $7.19K and bringing the position to 3,197 shares worth $555K. The position accounts for 0.32% of the portfolio, ranked #72.

Defined Wealth Management first reported a position in MRSH in Q4 2020 and has held it in 22 quarters since. The position peaked at $780K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Defined Wealth Management held 3,197 shares of Marsh worth $555K as of Q1 2026.
Defined Wealth Management bought 40 Marsh shares in Q1 2026, an estimated $7.19K.
Marsh made up 0.32% of Defined Wealth Management's portfolio in Q1 2026, its #72 holding.
Defined Wealth Management first reported a position in Marsh in Q4 2020 and has held it in 22 quarters since.
Defined Wealth Management's Marsh position peaked at $780K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.