GWSA
MRSH

Global Wealth Strategies & Associates’s Marsh MRSH Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-19
Closed -$3.34K – 306
2026
Q1 		$3.34K Hold
19
– – ﹤0.01% 380
2025
Q4 		$3.56K Sell
19
-8
-30% -$1.5K ﹤0.01% 391
2025
Q3 		$5.46K Hold
27
– – ﹤0.01% 334
2025
Q2 		$5.9K Buy
27
+8
+42% +$1.81K ﹤0.01% 254
2025
Q1 		$4.64K Hold
19
– – ﹤0.01% 323
2024
Q4 		$4.04K Buy
+19
New +$4.21K ﹤0.01% 278

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

Global Wealth Strategies & Associates's MRSH Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Marsh (MRSH) in Q2 2026, closing a stake of 19 shares — an estimated $3.34K sold.

Global Wealth Strategies & Associates first reported a position in MRSH in Q4 2024 and held it in 6 quarters. The position peaked at $5.9K in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 19 Marsh shares in Q2 2026, an estimated $3.34K.
  • Global Wealth Strategies & Associates first reported a position in Marsh in Q4 2024 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's Marsh position peaked at $5.9K in Q2 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.