Golden State Wealth Management’s Marsh MRSH Stock Holding History

Golden State Wealth 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	$50.2K	Buy	301 +168	+126%	+$28.1K	﹤0.01%	725
2026 Q1	$23.2K	Sell	133 -13	-9%	-$2.34K	﹤0.01%	882
2025 Q4	$27.3K	Hold	146	–	–	﹤0.01%	847
2025 Q3	$29.5K	Hold	146	–	–	﹤0.01%	816
2025 Q2	$31.9K	Sell	146 -9	-6%	-$2.03K	﹤0.01%	752
2025 Q1	$37.9K	Sell	155 -39	-20%	-$8.85K	0.01%	651
2024 Q4	$41.3K	Buy	+194	New	+$43K	0.01%	615
2020 Q2	–	Sell	-46	Closed	-$4K	–	668
2020 Q1	$4K	Buy	+46	New	+$4.9K	﹤0.01%	780
2019 Q4	–	Sell	-46	Closed	-$5K	–	597
2019 Q3	$5K	Hold	46	–	–	﹤0.01%	861
2019 Q2	$4K	Hold	46	–	–	﹤0.01%	906
2019 Q1	$4K	Buy	+46	New	+$4.07K	﹤0.01%	946

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Golden State Wealth Management's MRSH Position: Q2 2026 in Review

Golden State Wealth Management increased its Marsh (MRSH) stake by 126% in Q2 2026, buying an estimated $28.1K and bringing the position to 301 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Golden State Wealth Management first reported a position in MRSH in Q1 2019 and has held it in 11 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Golden State Wealth Management held 301 shares of Marsh worth $50.2K as of Q2 2026.
Golden State Wealth Management bought 168 Marsh shares in Q2 2026, an estimated $28.1K.
Marsh made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #725 holding.
Golden State Wealth Management first reported a position in Marsh in Q1 2019 and has held it in 11 quarters since.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.