FGC
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Financial Gravity Companies’s Marsh MRSH Stock Holding History

Financial Gravity Companies’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 		$10.5K Buy
+63
New +$10.5K ﹤0.01% 574
2018
Q4 		$1K Buy
+16
New +$1.33K ﹤0.01% 1149
2018
Q1 		$1K Sell
16
-659
-98% -$54.6K ﹤0.01% 1198
2017
Q4 		$56K Buy
+675
New +$56.1K 0.06% 258

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

Financial Gravity Companies's MRSH Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Marsh (MRSH) in Q2 2026: 63 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MRSH as recently as Q4 2018.

Financial Gravity Companies first reported a position in MRSH in Q4 2017 and has held it in 4 quarters since. The position peaked at $56K in Q4 2017. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Financial Gravity Companies held 63 shares of Marsh worth $10.5K as of Q2 2026.
  • Marsh was a new Financial Gravity Companies position in Q2 2026.
  • Marsh made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #574 holding.
  • Financial Gravity Companies first reported a position in Marsh in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's Marsh position peaked at $56K in Q4 2017.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.