EHWM
MRSH

Eads & Heald Wealth Management’s Marsh MRSH Stock Holding History

Eads & Heald 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 		$336K Sell
2,016
-80
-4% -$13.4K 0.16% 124
2026
Q1 		$364K Sell
2,096
-60
-3% -$10.8K 0.18% 125
2025
Q4 		$400K Sell
2,156
-107
-5% -$20K 0.19% 121
2025
Q3 		$456K Sell
2,263
-122
-5% -$25.1K 0.22% 116
2025
Q2 		$521K Sell
2,385
-75
-3% -$16.9K 0.26% 112
2025
Q1 		$600K Buy
2,460
+35
+1% +$7.94K 0.3% 109
2024
Q4 		$515K Sell
2,425
-100
-4% -$22.2K 0.25% 109
2024
Q3 		$563K Sell
2,525
-9
-0.4% -$2K 0.27% 111
2024
Q2 		$534K Sell
2,534
-88
-3% -$18.1K 0.26% 110
2024
Q1 		$540K Sell
2,622
-205
-7% -$40.9K 0.25% 111
2023
Q4 		$536K Sell
2,827
-3
-0.1% -$580 0.26% 109
2023
Q3 		$539K Sell
2,830
-70
-2% -$13.4K 0.28% 106
2023
Q2 		$545K Sell
2,900
-280
-9% -$49.7K 0.27% 110
2023
Q1 		$530K Hold
3,180
– – 0.26% 110
2022
Q4 		$526K Hold
3,180
– – 0.27% 110
2022
Q3 		$475K Buy
3,180
+90
+3% +$14.4K 0.27% 109
2022
Q2 		$480K Buy
+3,090
New +$495K 0.26% 110

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

Eads & Heald Wealth Management's MRSH Position: Q2 2026 in Review

Eads & Heald Wealth Management reduced its Marsh (MRSH) stake by 3.8% in Q2 2026, selling an estimated $13.4K and leaving 2,016 shares worth $336K. The position accounts for 0.16% of the portfolio, ranked #124.

Eads & Heald Wealth Management first reported a position in MRSH in Q2 2022 and has held it in 17 quarters since. The position peaked at $600K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Eads & Heald Wealth Management held 2,016 shares of Marsh worth $336K as of Q2 2026.
  • Eads & Heald Wealth Management sold 80 Marsh shares in Q2 2026, an estimated $13.4K.
  • Marsh made up 0.16% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Eads & Heald Wealth Management first reported a position in Marsh in Q2 2022 and has held it in 17 quarters since.
  • Eads & Heald Wealth Management's Marsh position peaked at $600K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.