DWM
MRSH

Destination Wealth Management’s Marsh MRSH Stock Holding History

Destination 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 		$386K Sell
2,224
-231
-9% -$41.5K 0.01% 233
2025
Q4 		$455K Buy
+2,455
New +$459K 0.01% 209
2025
Q3 		– Sell
-1,010
Closed -$221K – 308
2025
Q2 		$221K Sell
1,010
-23
-2% -$5.19K 0.01% 237
2025
Q1 		$252K Sell
1,033
-249
-19% -$56.5K 0.01% 215
2024
Q4 		$272K Buy
1,282
+123
+11% +$27.3K 0.01% 205
2024
Q3 		$259K Buy
1,159
+188
+19% +$41.7K 0.01% 201
2024
Q2 		$205K Sell
971
-86
-8% -$17.7K 0.01% 197
2024
Q1 		$218K Sell
1,057
-26
-2% -$5.18K 0.01% 196
2023
Q4 		$205K Hold
1,083
– – 0.01% 195
2023
Q3 		$206K Sell
1,083
-14
-1% -$2.68K 0.01% 190
2023
Q2 		$206K Buy
+1,097
New +$195K 0.01% 192
2022
Q4 		– Sell
-1,720
Closed -$257K – 207
2022
Q3 		$257K Buy
+1,720
New +$276K 0.01% 170
2022
Q2 		– Sell
-1,189
Closed -$203K – 201
2022
Q1 		$203K Sell
1,189
-1,010
-46% -$159K 0.01% 191
2021
Q4 		$382K Hold
2,199
– – 0.01% 156
2021
Q3 		$333K Hold
2,199
– – 0.01% 143
2021
Q2 		$309K Hold
2,199
– – 0.01% 155
2021
Q1 		$268K Sell
2,199
-250
-10% -$28.8K 0.01% 162
2020
Q4 		$287K Buy
2,449
+250
+11% +$28.4K 0.01% 145
2020
Q3 		$252K Hold
2,199
– – 0.01% 132
2020
Q2 		$236K Buy
+2,199
New +$223K 0.01% 136
2019
Q3 		– Sell
-1,247
Closed -$124K – 360
2019
Q2 		$124K Sell
1,247
-208
-14% -$19.9K 0.01% 165
2019
Q1 		$137K Buy
1,455
+145
+11% +$12.8K 0.01% 161
2018
Q4 		$104K Sell
1,310
-16
-1% -$1.33K 0.01% 176
2018
Q3 		$110K Buy
1,326
+16
+1% +$1.35K 0.01% 196
2018
Q2 		$107K Hold
1,310
– – 0.01% 178
2018
Q1 		$108K Buy
+1,310
New +$109K 0.01% 184
2015
Q3 		– Sell
-39,096
Closed -$2.22M – 182
2015
Q2 		$2.22M Buy
+39,096
New +$2.26M 0.15% 97

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Destination Wealth Management reduced its Marsh (MRSH) stake by 9.4% in Q1 2026, selling an estimated $41.5K and leaving 2,224 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #233.

Destination Wealth Management first reported a position in MRSH in Q2 2015 and has held it in 27 quarters since. The position peaked at $2.22M in Q2 2015. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Destination Wealth Management held 2,224 shares of Marsh worth $386K as of Q1 2026.
  • Destination Wealth Management sold 231 Marsh shares in Q1 2026, an estimated $41.5K.
  • Marsh made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #233 holding.
  • Destination Wealth Management first reported a position in Marsh in Q2 2015 and has held it in 27 quarters since.
  • Destination Wealth Management's Marsh position peaked at $2.22M in Q2 2015.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.