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 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 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

Eads & Heald Wealth Management's MRSH Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Marsh (MRSH) stake by 2.8% in Q1 2026, selling an estimated $10.8K and leaving 2,096 shares worth $364K. The position accounts for 0.18% of the portfolio, ranked #125.

Eads & Heald Wealth Management first reported a position in MRSH in Q2 2022 and has held it in 16 quarters since. The position peaked at $600K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Eads & Heald Wealth Management held 2,096 shares of Marsh worth $364K as of Q1 2026.
Eads & Heald Wealth Management sold 60 Marsh shares in Q1 2026, an estimated $10.8K.
Marsh made up 0.18% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #125 holding.
Eads & Heald Wealth Management first reported a position in Marsh in Q2 2022 and has held it in 16 quarters since.
Eads & Heald Wealth Management's Marsh position peaked at $600K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.