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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IMG Wealth Management's MRSH Position: Q1 2026 in Review

IMG Wealth Management reduced its Marsh (MRSH) stake by 54% in Q1 2026, selling an estimated $7.19K and leaving 34 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

IMG Wealth Management first reported a position in MRSH in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.7K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • IMG Wealth Management held 34 shares of Marsh worth $5.9K as of Q1 2026.
  • IMG Wealth Management sold 40 Marsh shares in Q1 2026, an estimated $7.19K.
  • Marsh made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #357 holding.
  • IMG Wealth Management first reported a position in Marsh in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Marsh position peaked at $13.7K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.