HWM
MRSH

HB Wealth Management’s Marsh MRSH Stock Holding History

HB 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 		$2.71M Sell
16,262
-1,880
-10% -$314K 0.02% 395
2026
Q1 		$3.15M Buy
18,142
+3,653
+25% +$657K 0.02% 332
2025
Q4 		$2.69M Buy
14,489
+468
+3% +$87.5K 0.02% 355
2025
Q3 		$2.83M Sell
14,021
-90
-0.6% -$18.5K 0.02% 347
2025
Q2 		$3.09M Sell
14,111
-1,716
-11% -$387K 0.02% 292
2025
Q1 		$3.86M Buy
15,827
+1,800
+13% +$408K 0.03% 265
2024
Q4 		$2.98M Buy
14,027
+1,389
+11% +$308K 0.03% 224
2024
Q3 		$2.82M Buy
12,638
+467
+4% +$104K 0.03% 228
2024
Q2 		$2.56M Buy
12,171
+3,011
+33% +$619K 0.03% 231
2024
Q1 		$1.89M Buy
9,160
+1,079
+13% +$215K 0.02% 258
2023
Q4 		$1.53M Buy
8,081
+198
+3% +$38.3K 0.02% 261
2023
Q3 		$1.5M Buy
7,883
+1,421
+22% +$272K 0.02% 251
2023
Q2 		$1.22M Buy
6,462
+762
+13% +$135K 0.02% 270
2023
Q1 		$949K Buy
5,700
+25
+0.4% +$4.17K 0.02% 295
2022
Q4 		$939K Buy
5,675
+1,134
+25% +$185K 0.02% 293
2022
Q3 		$678K Buy
4,541
+838
+23% +$134K 0.01% 306
2022
Q2 		$575K Sell
3,703
-681
-16% -$109K 0.01% 319
2022
Q1 		$747K Buy
4,384
+982
+29% +$155K 0.01% 295
2021
Q4 		$591K Buy
+3,402
New +$565K 0.01% 290

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

HB Wealth Management's MRSH Position: Q2 2026 in Review

HB Wealth Management reduced its Marsh (MRSH) stake by 10% in Q2 2026, selling an estimated $314K and leaving 16,262 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #395.

HB Wealth Management first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.86M in Q1 2025. 1,499 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • HB Wealth Management held 16,262 shares of Marsh worth $2.71M as of Q2 2026.
  • HB Wealth Management sold 1,880 Marsh shares in Q2 2026, an estimated $314K.
  • Marsh made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #395 holding.
  • HB Wealth Management first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Marsh position peaked at $3.86M in Q1 2025.
  • 1,499 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.