HighMark Wealth Management’s Marsh MRSH Stock Holding History

HighMark 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	$51.3K	Hold	308	–	–	0.02%	169
2026 Q1	$53.3K	Hold	308	–	–	0.02%	151
2025 Q4	$57.1K	Hold	308	–	–	0.02%	158
2025 Q3	$62K	Hold	308	–	–	0.03%	140
2025 Q2	$67.2K	Hold	308	–	–	0.03%	137
2025 Q1	$75K	Hold	308	–	–	0.04%	105
2024 Q4	$65.3K	Hold	308	–	–	0.04%	105
2024 Q3	$68.6K	Hold	308	–	–	0.04%	124
2024 Q2	$64.8K	Hold	308	–	–	0.04%	120
2024 Q1	$63.3K	Hold	308	–	–	0.04%	119
2023 Q4	$58.3K	Hold	308	–	–	0.04%	118
2023 Q3	$58.5K	Hold	308	–	–	0.05%	107
2023 Q2	$57.8K	Hold	308	–	–	0.04%	110
2023 Q1	$51.2K	Hold	308	–	–	0.04%	132
2022 Q4	$50.9K	Hold	308	–	–	0.04%	101
2022 Q3	$46K	Hold	308	–	–	0.04%	101
2022 Q2	$48K	Hold	308	–	–	0.04%	106
2022 Q1	$52K	Hold	308	–	–	0.03%	107
2021 Q4	$53K	Hold	308	–	–	0.03%	114
2021 Q3	$47K	Hold	308	–	–	0.03%	118
2021 Q2	$43K	Buy	308 +2	+0.7%	+$268	0.03%	126
2021 Q1	$37K	Buy	306 +1	+0.3%	+$115	0.03%	123
2020 Q4	$36K	Buy	305 +1	+0.3%	+$114	0.03%	116
2020 Q3	$35K	Buy	304 +1	+0.3%	+$115	0.03%	121
2020 Q2	$33K	Buy	303 +2	+0.7%	+$202	0.04%	93
2020 Q1	$26K	Buy	301 +1	+0.3%	+$107	0.03%	100
2019 Q4	$33K	Buy	+300	New	+$31.3K	0.04%	105

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

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

HighMark Wealth Management held its Marsh (MRSH) position steady in Q2 2026 at 308 shares worth $51.3K. The position accounts for 0.02% of the portfolio, ranked #169.

HighMark Wealth Management first reported a position in MRSH in Q4 2019 and has held it in 27 quarters since. The position peaked at $75K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

HighMark Wealth Management held 308 shares of Marsh worth $51.3K as of Q2 2026.
HighMark Wealth Management left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.02% of HighMark Wealth Management's portfolio in Q2 2026, its #169 holding.
HighMark Wealth Management first reported a position in Marsh in Q4 2019 and has held it in 27 quarters since.
HighMark Wealth Management's Marsh position peaked at $75K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.