IWM
MRSH

IHT Wealth Management’s Marsh MRSH Stock Holding History

IHT 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 		$311K Sell
1,866
-942
-34% -$157K 0.01% 1000
2026
Q1 		$487K Buy
2,808
+50
+2% +$8.99K 0.01% 841
2025
Q4 		$512K Buy
2,758
+449
+19% +$83.9K 0.01% 756
2025
Q3 		$465K Buy
2,309
+58
+3% +$11.9K 0.01% 763
2025
Q2 		$492K Sell
2,251
-55
-2% -$12.4K 0.01% 706
2025
Q1 		$563K Buy
2,306
+46
+2% +$10.4K 0.02% 634
2024
Q4 		$480K Sell
2,260
-1,200
-35% -$266K 0.02% 697
2024
Q3 		$772K Buy
3,460
+814
+31% +$181K 0.02% 580
2024
Q2 		$558K Buy
2,646
+43
+2% +$8.83K 0.02% 604
2024
Q1 		$536K Sell
2,603
-204
-7% -$40.7K 0.02% 605
2023
Q4 		$532K Buy
2,807
+212
+8% +$41K 0.02% 578
2023
Q3 		$494K Buy
2,595
+414
+19% +$79.3K 0.03% 559
2023
Q2 		$410K Buy
+2,181
New +$387K 0.02% 610
2021
Q3 		– Sell
-2,242
Closed -$315K – 913
2021
Q2 		$315K Buy
2,242
+51
+2% +$6.84K 0.02% 695
2021
Q1 		$267K Buy
2,191
+256
+13% +$29.5K 0.02% 671
2020
Q4 		$226K Buy
1,935
+38
+2% +$4.32K 0.02% 652
2020
Q3 		$218K Buy
+1,897
New +$217K 0.02% 586
2020
Q1 		– Sell
-1,818
Closed -$202K – 621
2019
Q4 		$202K Sell
1,818
-323
-15% -$33.7K 0.02% 566
2019
Q3 		$214K Buy
+2,141
New +$214K 0.03% 528
2018
Q2 		– Sell
-547
Closed -$44K – 994
2018
Q1 		$44K Hold
547
– – 0.01% 723
2017
Q4 		$45K Buy
+547
New +$45.5K 0.01% 729
2017
Q3 		– Sell
-100
Closed -$12K – 1505
2017
Q2 		$12K Buy
+100
New +$7.55K 0.01% 919
2017
Q1 		– Sell
-246
Closed -$17K – 1301
2016
Q4 		$17K Buy
+246
New +$16.5K 0.01% 685

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

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

IHT Wealth Management reduced its Marsh (MRSH) stake by 34% in Q2 2026, selling an estimated $157K and leaving 1,866 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #1000.

IHT Wealth Management first reported a position in MRSH in Q4 2016 and has held it in 23 quarters since. The position peaked at $772K in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • IHT Wealth Management held 1,866 shares of Marsh worth $311K as of Q2 2026.
  • IHT Wealth Management sold 942 Marsh shares in Q2 2026, an estimated $157K.
  • Marsh made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1000 holding.
  • IHT Wealth Management first reported a position in Marsh in Q4 2016 and has held it in 23 quarters since.
  • IHT Wealth Management's Marsh position peaked at $772K in Q3 2024.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.