JTWM
MRSH

Jackson Thornton Wealth Management’s Marsh MRSH Stock Holding History

Jackson Thornton 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 		$426K Sell
2,554
-1,495
-37% -$250K 0.03% 179
2026
Q1 		$681K Buy
4,049
+2,112
+109% +$380K 0.06% 80
2025
Q4 		$359K Sell
1,937
-421
-18% -$78.7K 0.03% 160
2025
Q3 		$483K Buy
+2,358
New +$485K 0.05% 103

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

Jackson Thornton Wealth Management's MRSH Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Marsh (MRSH) stake by 37% in Q2 2026, selling an estimated $250K and leaving 2,554 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #179.

Jackson Thornton Wealth Management first reported a position in MRSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $681K in Q1 2026. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Jackson Thornton Wealth Management held 2,554 shares of Marsh worth $426K as of Q2 2026.
  • Jackson Thornton Wealth Management sold 1,495 Marsh shares in Q2 2026, an estimated $250K.
  • Marsh made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Jackson Thornton Wealth Management first reported a position in Marsh in Q3 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's Marsh position peaked at $681K in Q1 2026.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.