GWANC
MRSH

Guardian Wealth Advisors (North Carolina)’s Marsh MRSH Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$265K Sell
1,590
-135
-8% -$22.6K 0.01% 333
2026
Q1 		$299K Sell
1,725
-465
-21% -$83.6K 0.02% 285
2025
Q4 		$406K Buy
2,190
+381
+21% +$71.2K 0.03% 249
2025
Q3 		$365K Sell
1,809
-4
-0.2% -$823 0.02% 259
2025
Q2 		$396K Sell
1,813
-45
-2% -$10.2K 0.03% 226
2025
Q1 		$453K Buy
1,858
+88
+5% +$20K 0.04% 196
2024
Q4 		$376K Buy
1,770
+25
+1% +$5.55K 0.03% 224
2024
Q3 		$389K Buy
1,745
+588
+51% +$131K 0.04% 189
2024
Q2 		$244K Sell
1,157
-23
-2% -$4.72K 0.03% 228
2024
Q1 		$243K Buy
1,180
+69
+6% +$13.8K 0.03% 237
2023
Q4 		$211K Sell
1,111
-1
-0.1% -$193 0.03% 236
2023
Q3 		$212K Buy
1,112
+11
+1% +$2.11K 0.04% 230
2023
Q2 		$207K Buy
+1,101
New +$195K 0.04% 222
2022
Q2 		– Sell
-1,191
Closed -$203K – 373
2022
Q1 		$203K Buy
+1,191
New +$188K 0.09% 161

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

Guardian Wealth Advisors (North Carolina)'s MRSH Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Marsh (MRSH) stake by 7.8% in Q2 2026, selling an estimated $22.6K and leaving 1,590 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #333.

Guardian Wealth Advisors (North Carolina) first reported a position in MRSH in Q1 2022 and has held it in 14 quarters since. The position peaked at $453K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,590 shares of Marsh worth $265K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 135 Marsh shares in Q2 2026, an estimated $22.6K.
  • Marsh made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #333 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Marsh in Q1 2022 and has held it in 14 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Marsh position peaked at $453K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.