IWC
MRSH

Integrated Wealth Concepts’s Marsh MRSH Stock Holding History

Integrated Wealth Concepts’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 		$1.9M Sell
11,396
-5,991
-34% -$1M 0.01% 865
2026
Q1 		$3.02M Buy
17,387
+13,884
+396% +$2.5M 0.02% 604
2025
Q4 		$650K Sell
3,503
-645
-16% -$121K 0.01% 966
2025
Q3 		$836K Buy
4,148
+968
+30% +$199K 0.01% 1083
2025
Q2 		$695K Sell
3,180
-1,163
-27% -$263K 0.01% 1102
2025
Q1 		$1.06M Sell
4,343
-599
-12% -$136K 0.01% 801
2024
Q4 		$1.05M Buy
4,942
+453
+10% +$100K 0.01% 786
2024
Q3 		$1M Buy
4,489
+126
+3% +$28K 0.01% 800
2024
Q2 		$919K Buy
4,363
+689
+19% +$142K 0.01% 800
2024
Q1 		$757K Buy
3,674
+589
+19% +$117K 0.01% 876
2023
Q4 		$585K Sell
3,085
-105
-3% -$20.3K 0.01% 934
2023
Q3 		$607K Buy
3,190
+21
+0.7% +$4.03K 0.01% 897
2023
Q2 		$596K Buy
3,169
+1,178
+59% +$209K 0.01% 910
2023
Q1 		$332K Buy
1,991
+157
+9% +$26.2K 0.01% 1012
2022
Q4 		$303K Buy
1,834
+18
+1% +$2.94K 0.01% 820
2022
Q3 		$271K Sell
1,816
-45
-2% -$7.22K 0.01% 769
2022
Q2 		$289K Buy
1,861
+144
+8% +$23.1K 0.01% 771
2022
Q1 		$293K Hold
1,717
– – 0.01% 749
2021
Q4 		$298K Sell
1,717
-34
-2% -$5.65K 0.01% 777
2021
Q3 		$265K Buy
+1,751
New +$265K 0.01% 788

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

Integrated Wealth Concepts's MRSH Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Marsh (MRSH) stake by 34% in Q2 2026, selling an estimated $1M and leaving 11,396 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #865.

Integrated Wealth Concepts first reported a position in MRSH in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.02M in Q1 2026. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Integrated Wealth Concepts held 11,396 shares of Marsh worth $1.9M as of Q2 2026.
  • Integrated Wealth Concepts sold 5,991 Marsh shares in Q2 2026, an estimated $1M.
  • Marsh made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #865 holding.
  • Integrated Wealth Concepts first reported a position in Marsh in Q3 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's Marsh position peaked at $3.02M in Q1 2026.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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