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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
Q2 		$498K Sell
2,717
-3,901
-59% -$652K 0.01% 867
2026
Q1 		$1.13M Buy
+6,618
New +$1.19M 0.02% 565

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Diversify Wealth Management's MRSH Position: Q2 2026 in Review

Diversify Wealth Management reduced its Marsh (MRSH) stake by 59% in Q2 2026, selling an estimated $652K and leaving 2,717 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #867.

Diversify Wealth Management first reported a position in MRSH in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.13M in Q1 2026. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Diversify Wealth Management held 2,717 shares of Marsh worth $498K as of Q2 2026.
  • Diversify Wealth Management sold 3,901 Marsh shares in Q2 2026, an estimated $652K.
  • Marsh made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #867 holding.
  • Diversify Wealth Management first reported a position in Marsh in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Marsh position peaked at $1.13M in Q1 2026.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.