Family Management’s Marsh MRSH Stock Holding History

Family 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	–	Sell	-1,532	Closed	-$266K	–	340
2026 Q1	$266K	Buy	+1,532	New	+$275K	0.03%	223

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Family Management's MRSH Position: Q2 2026 in Review

Family Management sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,532 shares — an estimated $266K sold.

Family Management first reported a position in MRSH in Q1 2026 and held it in 1 quarter. The position peaked at $266K in Q1 2026. 1,499 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Family Management reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
Family Management sold 1,532 Marsh shares in Q2 2026, an estimated $266K.
Family Management first reported a position in Marsh in Q1 2026 and held it in 1 quarter.
Family Management's Marsh position peaked at $266K in Q1 2026.
1,499 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.