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 Q2	$309K	Buy	+1,852	New	+$310K	0.08%	221
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 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

Heritage Wealth Management (Ohio)'s MRSH Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Marsh (MRSH) in Q2 2026: 1,852 shares worth $309K. The stake represents 0.08% of the portfolio and ranks #221 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in MRSH as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in MRSH in Q2 2024 and has held it in 8 quarters since. The position peaked at $452K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Heritage Wealth Management (Ohio) held 1,852 shares of Marsh worth $309K as of Q2 2026.
Marsh was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Marsh made up 0.08% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #221 holding.
Heritage Wealth Management (Ohio) first reported a position in Marsh in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Marsh position peaked at $452K in Q1 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.