Delap Wealth Advisory’s Marsh MRSH Stock Holding History

Delap Wealth Advisory’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	$1.39M	Sell	8,335 -14	-0.2%	-$2.34K	0.47%	36
2026 Q1	$1.45M	Hold	8,349	–	–	0.55%	33
2025 Q4	$1.55M	Hold	8,349	–	–	0.6%	33
2025 Q3	$1.68M	Sell	8,349 -1,222	-13%	-$251K	0.71%	27
2025 Q2	$2.09M	Sell	9,571 -3	-0%	-$677	1%	23
2025 Q1	$2.34M	Sell	9,574 -416	-4%	-$94.4K	1.3%	21
2024 Q4	$2.12M	Buy	9,990 +416	+4%	+$92.3K	1.27%	22
2024 Q3	$2.14M	Sell	9,574 -105	-1%	-$23.3K	1.35%	21
2024 Q2	$2.04M	Sell	9,679 -811	-8%	-$167K	0.94%	21
2024 Q1	$2.16M	Sell	10,490 -8,972	-46%	-$1.79M	0.87%	25
2023 Q4	$3.69M	Buy	19,462 +9,780	+101%	+$1.89M	1.67%	16
2023 Q3	$1.84M	Buy	9,682 +9	+0.1%	+$1.73K	1.78%	16
2023 Q2	$1.82M	Sell	9,673 -321	-3%	-$57K	1.78%	15
2023 Q1	$1.66M	Sell	9,994 -317	-3%	-$52.8K	1.71%	17
2022 Q4	$1.71M	Buy	+10,311	New	+$1.69M	1.78%	17

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

Delap Wealth Advisory's MRSH Position: Q2 2026 in Review

Delap Wealth Advisory reduced its Marsh (MRSH) stake by 0.17% in Q2 2026, selling an estimated $2.34K and leaving 8,335 shares worth $1.39M. The position accounts for 0.47% of the portfolio, ranked #36.

Delap Wealth Advisory first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.69M in Q4 2023. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Delap Wealth Advisory held 8,335 shares of Marsh worth $1.39M as of Q2 2026.
Delap Wealth Advisory sold 14 Marsh shares in Q2 2026, an estimated $2.34K.
Marsh made up 0.47% of Delap Wealth Advisory's portfolio in Q2 2026, its #36 holding.
Delap Wealth Advisory first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
Delap Wealth Advisory's Marsh position peaked at $3.69M in Q4 2023.
1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.