FWA
MRSH

Flagship Wealth Advisors’s Marsh MRSH Stock Holding History

Flagship Wealth Advisors’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 		$6.56K Buy
+30
New +$5.39K ﹤0.01% 303
2025
Q4 		– Sell
-30
Closed -$6.05K – 418
2025
Q3 		$6.05K Hold
30
– – ﹤0.01% 363
2025
Q2 		$6.56K Sell
30
-13
-30% -$2.94K ﹤0.01% 319
2025
Q1 		$10.5K Hold
43
– – ﹤0.01% 291
2024
Q4 		$9.13K Buy
+43
New +$9.54K 0.01% 289

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Flagship Wealth Advisors's MRSH Position: Q1 2026 in Review

Flagship Wealth Advisors opened a new position in Marsh (MRSH) in Q1 2026: 30 shares worth $6.56K. The stake represents ﹤0.01% of the portfolio and ranks #303 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in MRSH as recently as Q3 2025.

Flagship Wealth Advisors first reported a position in MRSH in Q4 2024 and has held it in 5 quarters since. The position peaked at $10.5K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Flagship Wealth Advisors held 30 shares of Marsh worth $6.56K as of Q1 2026.
  • Marsh was a new Flagship Wealth Advisors position in Q1 2026.
  • Marsh made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #303 holding.
  • Flagship Wealth Advisors first reported a position in Marsh in Q4 2024 and has held it in 5 quarters since.
  • Flagship Wealth Advisors's Marsh position peaked at $10.5K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.