IWM
MRSH

IMG Wealth Management’s Marsh MRSH Stock Holding History

IMG 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 		$3.17K Sell
19
-15
-44% -$2.51K ﹤0.01% 437
2026
Q1 		$5.9K Sell
34
-40
-54% -$7.19K ﹤0.01% 357
2025
Q4 		$13.7K Buy
74
+19
+35% +$3.55K 0.01% 285
2025
Q3 		$11.1K Hold
55
– – 0.01% 257
2025
Q2 		$12K Buy
+55
New +$12.4K 0.01% 243

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

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

IMG Wealth Management reduced its Marsh (MRSH) stake by 44% in Q2 2026, selling an estimated $2.51K and leaving 19 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

IMG Wealth Management first reported a position in MRSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.7K in Q4 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • IMG Wealth Management held 19 shares of Marsh worth $3.17K as of Q2 2026.
  • IMG Wealth Management sold 15 Marsh shares in Q2 2026, an estimated $2.51K.
  • Marsh made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #437 holding.
  • IMG Wealth Management first reported a position in Marsh in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Marsh position peaked at $13.7K in Q4 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.