Focus Partners Wealth
MRSH

Focus Partners Wealth’s Marsh MRSH Stock Holding History

Focus Partners Wealth’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 		$23.9M Sell
143,558
-70,994
-33% -$11.9M 0.02% 468
2026
Q1 		$37.2M Buy
214,552
+74,361
+53% +$13.4M 0.04% 353
2025
Q4 		$26M Buy
140,191
+71,939
+105% +$13.4M 0.03% 426
2025
Q3 		$13.8M Buy
68,252
+37,854
+125% +$7.79M 0.02% 479
2025
Q2 		$6.65M Buy
30,398
+1,260
+4% +$284K 0.01% 593
2025
Q1 		$7.11M Buy
29,138
+821
+3% +$186K 0.02% 539
2024
Q4 		$6.02M Buy
28,317
+5,990
+27% +$1.33M 0.02% 572
2024
Q3 		$4.98M Sell
22,327
-91,831
-80% -$20.4M 0.02% 562
2024
Q2 		$24.1M Buy
114,158
+66,697
+141% +$13.7M 0.08% 221
2024
Q1 		$9.78M Buy
47,461
+6,873
+17% +$1.37M 0.08% 217
2023
Q4 		$7.69M Buy
+40,588
New +$7.84M 0.1% 179

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

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

Focus Partners Wealth reduced its Marsh (MRSH) stake by 33% in Q2 2026, selling an estimated $11.9M and leaving 143,558 shares worth $23.9M. The position accounts for 0.02% of the portfolio, ranked #468.

Focus Partners Wealth first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.2M in Q1 2026. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Focus Partners Wealth held 143,558 shares of Marsh worth $23.9M as of Q2 2026.
  • Focus Partners Wealth sold 70,994 Marsh shares in Q2 2026, an estimated $11.9M.
  • Marsh made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #468 holding.
  • Focus Partners Wealth first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Marsh position peaked at $37.2M in Q1 2026.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.