FWP
MRSH

Flatrock Wealth Partners’s Marsh MRSH Stock Holding History

Flatrock Wealth Partners’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
-1,444
Closed -$250K – 183
2026
Q1 		$250K Buy
+1,444
New +$260K 0.11% 123

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

Flatrock Wealth Partners's MRSH Position: Q2 2026 in Review

Flatrock Wealth Partners sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,444 shares — an estimated $250K sold.

Flatrock Wealth Partners first reported a position in MRSH in Q1 2026 and held it in 1 quarter. The position peaked at $250K in Q1 2026. 1,494 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Flatrock Wealth Partners reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Flatrock Wealth Partners sold 1,444 Marsh shares in Q2 2026, an estimated $250K.
  • Flatrock Wealth Partners first reported a position in Marsh in Q1 2026 and held it in 1 quarter.
  • Flatrock Wealth Partners's Marsh position peaked at $250K in Q1 2026.
  • 1,494 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.