GM
MRSH

GeoWealth Management’s Marsh MRSH Stock Holding History

GeoWealth 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 		$490K Buy
2,939
+903
+44% +$151K 0.02% 503
2026
Q1 		$353K Buy
2,036
+430
+27% +$77.3K 0.01% 556
2025
Q4 		$298K Sell
1,606
-99
-6% -$18.5K 0.01% 569
2025
Q3 		$344K Buy
1,705
+125
+8% +$25.7K 0.01% 544
2025
Q2 		$346K Buy
1,580
+312
+25% +$70.4K 0.01% 511
2025
Q1 		$310K Sell
1,268
-1,137
-47% -$258K 0.01% 544
2024
Q4 		$511K Sell
2,405
-241
-9% -$53.5K 0.02% 460
2024
Q3 		$590K Sell
2,646
-540
-17% -$120K 0.02% 433
2024
Q2 		$671K Buy
3,186
+794
+33% +$163K 0.03% 357
2024
Q1 		$493K Buy
2,392
+859
+56% +$171K 0.02% 440
2023
Q4 		$290K Buy
1,533
+1,223
+395% +$236K 0.02% 420
2023
Q3 		$59K Buy
+310
New +$59.4K 0.01% 383

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

GeoWealth Management's MRSH Position: Q2 2026 in Review

GeoWealth Management increased its Marsh (MRSH) stake by 44% in Q2 2026, buying an estimated $151K and bringing the position to 2,939 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #503.

GeoWealth Management first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $671K in Q2 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • GeoWealth Management held 2,939 shares of Marsh worth $490K as of Q2 2026.
  • GeoWealth Management bought 903 Marsh shares in Q2 2026, an estimated $151K.
  • Marsh made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #503 holding.
  • GeoWealth Management first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
  • GeoWealth Management's Marsh position peaked at $671K in Q2 2024.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.