HWMO
MRSH

Heritage Wealth Management (Ohio)’s Marsh MRSH Stock Holding History

Heritage Wealth Management (Ohio)’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
Q1 		– Sell
-1,852
Closed -$344K – 210
2025
Q4 		$344K Hold
1,852
– – 0.1% 187
2025
Q3 		$373K Hold
1,852
– – 0.11% 171
2025
Q2 		$405K Hold
1,852
– – 0.13% 161
2025
Q1 		$452K Hold
1,852
– – 0.15% 145
2024
Q4 		$393K Hold
1,852
– – 0.13% 155
2024
Q3 		$413K Hold
1,852
– – 0.14% 156
2024
Q2 		$396K Buy
+1,852
New +$380K 0.13% 154

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s MRSH Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,852 shares — an estimated $344K sold.

Heritage Wealth Management (Ohio) first reported a position in MRSH in Q2 2024 and held it in 7 quarters. The position peaked at $452K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 1,852 Marsh shares in Q1 2026, an estimated $344K.
  • Heritage Wealth Management (Ohio) first reported a position in Marsh in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Marsh position peaked at $452K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.