Diversify Wealth Management’s Marsh MRSH Stock Holding History

Diversify 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	$1.13M	Buy	+6,618	New	+$1.19M	0.02%	565

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

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

Diversify Wealth Management opened a new position in Marsh (MRSH) in Q1 2026: 6,618 shares worth $1.13M. The stake represents 0.02% of the portfolio and ranks #565 among its holdings.

1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Diversify Wealth Management held 6,618 shares of Marsh worth $1.13M as of Q1 2026.
Marsh was a new Diversify Wealth Management position in Q1 2026.
Marsh made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #565 holding.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.