GA
MRSH

Goldstein Advisors’s Marsh MRSH Stock Holding History

Goldstein Advisors’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
-1,417
Closed -$246K – 269
2026
Q1 		$246K Buy
1,417
+152
+12% +$27.3K 0.03% 181
2025
Q4 		$235K Buy
1,265
+145
+13% +$27.1K 0.03% 186
2025
Q3 		$226K Buy
+1,120
New +$230K 0.03% 182
2025
Q2 		– Sell
-871
Closed -$213K – 218
2025
Q1 		$213K Buy
+871
New +$198K 0.03% 172

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

Goldstein Advisors's MRSH Position: Q2 2026 in Review

Goldstein Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,417 shares — an estimated $246K sold.

Goldstein Advisors first reported a position in MRSH in Q1 2025 and held it in 4 quarters. The position peaked at $246K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Goldstein Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Goldstein Advisors sold 1,417 Marsh shares in Q2 2026, an estimated $246K.
  • Goldstein Advisors first reported a position in Marsh in Q1 2025 and held it in 4 quarters.
  • Goldstein Advisors's Marsh position peaked at $246K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.