FWA
MRSH

FSM Wealth Advisors’s Marsh MRSH Stock Holding History

FSM 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
Q2 		$241K Sell
1,443
-200
-12% -$33.4K 0.03% 303
2026
Q1 		$285K Sell
1,643
-163
-9% -$29.3K 0.04% 239
2025
Q4 		$335K Sell
1,806
-85
-4% -$15.9K 0.05% 219
2025
Q3 		$381K Buy
1,891
+108
+6% +$22.2K 0.05% 205
2025
Q2 		$380K Buy
1,783
+110
+7% +$24.8K 0.06% 186
2025
Q1 		$408K Buy
1,673
+175
+12% +$39.7K 0.09% 126
2024
Q4 		$324K Buy
1,498
+115
+8% +$25.5K 0.08% 132
2024
Q3 		$309K Buy
1,383
+101
+8% +$22.4K 0.08% 127
2024
Q2 		$270K Buy
1,282
+9
+0.7% +$1.85K 0.09% 125
2024
Q1 		$262K Buy
1,273
+119
+10% +$23.7K 0.09% 132
2023
Q4 		$219K Sell
1,154
-10
-0.9% -$1.93K 0.09% 146
2023
Q3 		$222K Buy
+1,164
New +$223K 0.11% 134

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

FSM Wealth Advisors's MRSH Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Marsh (MRSH) stake by 12% in Q2 2026, selling an estimated $33.4K and leaving 1,443 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #303.

FSM Wealth Advisors first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $408K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • FSM Wealth Advisors held 1,443 shares of Marsh worth $241K as of Q2 2026.
  • FSM Wealth Advisors sold 200 Marsh shares in Q2 2026, an estimated $33.4K.
  • Marsh made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #303 holding.
  • FSM Wealth Advisors first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
  • FSM Wealth Advisors's Marsh position peaked at $408K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.