PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Marsh MRSH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$44K	Hold	264	–	–	0.01%	337
2026 Q1	$45.8K	Hold	264	–	–	0.01%	307
2025 Q4	$49K	Hold	264	–	–	0.01%	303
2025 Q3	$53.2K	Hold	264	–	–	0.02%	267
2025 Q2	$57.7K	Hold	264	–	–	0.02%	257
2025 Q1	$64.4K	Hold	264	–	–	0.02%	235
2024 Q4	$56.1K	Hold	264	–	–	0.02%	248
2024 Q3	$58.9K	Sell	264 -36	-12%	-$7.99K	0.03%	209
2024 Q2	$63.2K	Hold	300	–	–	0.04%	187
2024 Q1	$61.8K	Hold	300	–	–	0.04%	178
2023 Q4	$56.8K	Hold	300	–	–	0.04%	171
2023 Q3	$57.1K	Hold	300	–	–	0.04%	157
2023 Q2	$56.4K	Hold	300	–	–	0.04%	159
2023 Q1	$50K	Hold	300	–	–	0.04%	157
2022 Q4	$49.6K	Buy	+300	New	+$49.1K	0.04%	156

Other funds holding MRSH

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MRSH Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Marsh (MRSH) position steady in Q2 2026 at 264 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #337.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $64.4K in Q1 2025. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 264 shares of Marsh worth $44K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #337 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Marsh position peaked at $64.4K in Q1 2025.
867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.