GSEP
MRSH

Golden State Equity Partners’s Marsh MRSH Stock Holding History

Golden State Equity Partners’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
-1,868
Closed -$324K – 1183
2026
Q1 		$324K Buy
1,868
+692
+59% +$124K 0.02% 560
2025
Q4 		$218K Buy
1,176
+166
+16% +$31K 0.04% 462
2025
Q3 		$204K Buy
+1,010
New +$208K 0.03% 429
2024
Q4 		– Sell
-420
Closed -$93.7K – 699
2024
Q3 		$93.7K Sell
420
-581
-58% -$129K 0.01% 475
2024
Q2 		$211K Buy
+1,001
New +$206K 0.04% 376
2023
Q4 		$221K Buy
+1,166
New +$225K 0.05% 330

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

Golden State Equity Partners's MRSH Position: Q2 2026 in Review

Golden State Equity Partners sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,868 shares — an estimated $324K sold.

Golden State Equity Partners first reported a position in MRSH in Q4 2023 and held it in 6 quarters. The position peaked at $324K in Q1 2026. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Golden State Equity Partners reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,868 Marsh shares in Q2 2026, an estimated $324K.
  • Golden State Equity Partners first reported a position in Marsh in Q4 2023 and held it in 6 quarters.
  • Golden State Equity Partners's Marsh position peaked at $324K in Q1 2026.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.