DWM
MRSH

Drive Wealth Management’s Marsh MRSH Stock Holding History

Drive 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 		$227K Sell
1,364
-1,125
-45% -$188K 0.04% 392
2026
Q1 		$432K Buy
2,489
+987
+66% +$177K 0.09% 185
2025
Q4 		$279K Buy
1,502
+154
+11% +$28.8K 0.05% 269
2025
Q3 		$272K Sell
1,348
-171
-11% -$35.2K 0.06% 259
2025
Q2 		$332K Buy
1,519
+34
+2% +$7.68K 0.07% 219
2025
Q1 		$362K Buy
1,485
+24
+2% +$5.45K 0.09% 186
2024
Q4 		$310K Buy
1,461
+20
+1% +$4.44K 0.08% 212
2024
Q3 		$321K Buy
1,441
+59
+4% +$13.1K 0.08% 198
2024
Q2 		$291K Buy
1,382
+49
+4% +$10.1K 0.08% 202
2024
Q1 		$275K Sell
1,333
-28
-2% -$5.58K 0.08% 219
2023
Q4 		$258K Buy
1,361
+61
+5% +$11.8K 0.08% 222
2023
Q3 		$247K Buy
1,300
+83
+7% +$15.9K 0.09% 203
2023
Q2 		$229K Buy
+1,217
New +$216K 0.08% 221

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 $3.37T AUM 44.26% 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

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

Drive Wealth Management reduced its Marsh (MRSH) stake by 45% in Q2 2026, selling an estimated $188K and leaving 1,364 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #392.

Drive Wealth Management first reported a position in MRSH in Q2 2023 and has held it in 13 quarters since. The position peaked at $432K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Drive Wealth Management held 1,364 shares of Marsh worth $227K as of Q2 2026.
  • Drive Wealth Management sold 1,125 Marsh shares in Q2 2026, an estimated $188K.
  • Marsh made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #392 holding.
  • Drive Wealth Management first reported a position in Marsh in Q2 2023 and has held it in 13 quarters since.
  • Drive Wealth Management's Marsh position peaked at $432K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.