HNW
MRSH

High Note Wealth’s Marsh MRSH Stock Holding History

High Note Wealth’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 		$20.2K Buy
121
+12
+11% +$2.01K ﹤0.01% 294
2026
Q1 		$18.9K Buy
109
+2
+2% +$360 ﹤0.01% 287
2025
Q4 		$19.9K Buy
107
+16
+18% +$2.99K ﹤0.01% 269
2025
Q3 		$18.3K Hold
91
– – ﹤0.01% 257
2025
Q2 		$19.9K Sell
91
-4
-4% -$903 ﹤0.01% 237
2025
Q1 		$23.2K Hold
95
– – 0.01% 226
2024
Q4 		$20.2K Buy
+95
New +$21.1K 0.01% 234

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

High Note Wealth's MRSH Position: Q2 2026 in Review

High Note Wealth increased its Marsh (MRSH) stake by 11% in Q2 2026, buying an estimated $2.01K and bringing the position to 121 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

High Note Wealth first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.2K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • High Note Wealth held 121 shares of Marsh worth $20.2K as of Q2 2026.
  • High Note Wealth bought 12 Marsh shares in Q2 2026, an estimated $2.01K.
  • Marsh made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #294 holding.
  • High Note Wealth first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Marsh position peaked at $23.2K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.