GKWIM
MRSH

Gerber Kawasaki Wealth & Investment Management’s Marsh MRSH Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q1 		– Sell
-1,322
Closed -$245K – 364
2025
Q4 		$245K Buy
1,322
+6
+0.5% +$1.12K 0.01% 305
2025
Q3 		$265K Buy
1,316
+27
+2% +$5.55K 0.01% 283
2025
Q2 		$282K Buy
1,289
+17
+1% +$3.84K 0.01% 266
2025
Q1 		$311K Buy
1,272
+12
+1% +$2.72K 0.01% 237
2024
Q4 		$268K Buy
1,260
+50
+4% +$11.1K 0.01% 244
2024
Q3 		$270K Buy
1,210
+13
+1% +$2.89K 0.01% 245
2024
Q2 		$252K Hold
1,197
– – 0.01% 248
2024
Q1 		$247K Buy
1,197
+16
+1% +$3.19K 0.01% 246
2023
Q4 		$224K Hold
1,181
– – 0.01% 239
2023
Q3 		$225K Buy
+1,181
New +$226K 0.02% 229
2021
Q4 		– Sell
-3
Closed -$3K – 768
2021
Q3 		$3K Buy
+3
New +$454 ﹤0.01% 838

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $535B AUM 26.23% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MRSH Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,322 shares — an estimated $245K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MRSH in Q3 2021 and held it in 11 quarters. The position peaked at $311K in Q1 2025. 1,541 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,322 Marsh shares in Q1 2026, an estimated $245K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Marsh in Q3 2021 and held it in 11 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Marsh position peaked at $311K in Q1 2025.
  • 1,541 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.