Focused Wealth Management’s Marsh MRSH Stock Holding History

Focused Wealth Management’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	$211K	Buy	+1,264	New	+$211K	0.02%	231
2024 Q1	–	Sell	-19	Closed	-$3.62K	–	650
2023 Q4	$3.62K	Hold	19	–	–	﹤0.01%	705
2023 Q3	$3.63K	Sell	19 -19	-50%	-$3.64K	﹤0.01%	695
2023 Q2	$7.21K	Sell	38 -225	-86%	-$39.9K	﹤0.01%	611
2023 Q1	$43.8K	Buy	263 +225	+592%	+$37.5K	0.01%	327
2022 Q4	$6.3K	Hold	38	–	–	﹤0.01%	606
2022 Q3	$6K	Hold	38	–	–	﹤0.01%	592
2022 Q2	$6K	Hold	38	–	–	﹤0.01%	588
2022 Q1	$6K	Hold	38	–	–	﹤0.01%	643
2021 Q4	$7K	Buy	38 +1	+3%	+$166	﹤0.01%	645
2021 Q3	$6K	Hold	37	–	–	﹤0.01%	686
2021 Q2	$5K	Hold	37	–	–	﹤0.01%	722
2021 Q1	$5K	Buy	+37	New	+$4.26K	﹤0.01%	712

Other funds holding MRSH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Focused Wealth Management's MRSH Position: Q2 2026 in Review

Focused Wealth Management opened a new position in Marsh (MRSH) in Q2 2026: 1,264 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #231 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in MRSH as recently as Q4 2023.

Focused Wealth Management first reported a position in MRSH in Q1 2021 and has held it in 13 quarters since. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Focused Wealth Management held 1,264 shares of Marsh worth $211K as of Q2 2026.
Marsh was a new Focused Wealth Management position in Q2 2026.
Marsh made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #231 holding.
Focused Wealth Management first reported a position in Marsh in Q1 2021 and has held it in 13 quarters since.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.