Destination Wealth Management’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $376K | Buy |
2,253
+29
| +1% | +$4.85K | 0.01% | 245 |
|
|
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
Destination Wealth Management's MRSH Position: Q2 2026 in Review
Destination Wealth Management increased its Marsh (MRSH) stake by 1.3% in Q2 2026, buying an estimated $4.85K and bringing the position to 2,253 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #245.
Destination Wealth Management first reported a position in MRSH in Q2 2015 and has held it in 28 quarters since. The position peaked at $2.22M in Q2 2015. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Destination Wealth Management held 2,253 shares of Marsh worth $376K as of Q2 2026.
- Destination Wealth Management bought 29 Marsh shares in Q2 2026, an estimated $4.85K.
- Marsh made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #245 holding.
- Destination Wealth Management first reported a position in Marsh in Q2 2015 and has held it in 28 quarters since.
- Destination Wealth Management's Marsh position peaked at $2.22M in Q2 2015.
- 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.