Johnson & White Wealth Management’s Marsh MRSH Stock Holding History

Johnson & White 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	$252K	Buy	1,512 +12	+0.8%	+$2.01K	0.09%	106
2026 Q1	$260K	Hold	1,500	–	–	0.11%	99
2025 Q4	$278K	Sell	1,500 -20	-1%	-$3.74K	0.12%	97
2025 Q3	$306K	Hold	1,520	–	–	0.14%	89
2025 Q2	$332K	Hold	1,520	–	–	0.17%	80
2025 Q1	$371K	Buy	1,520 +5	+0.3%	+$1.13K	0.21%	71
2024 Q4	$320K	Buy	+1,515	New	+$336K	0.19%	75
2024 Q2	–	Sell	-1,519	Closed	-$313K	–	73
2024 Q1	$313K	Hold	1,519	–	–	0.23%	64
2023 Q4	$288K	Hold	1,519	–	–	0.24%	67
2023 Q3	$289K	Buy	+1,519	New	+$291K	0.26%	62
2023 Q2	–	Sell	-1,324	Closed	-$221K	–	58
2023 Q1	$221K	Buy	+1,324	New	+$221K	0.2%	71

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Johnson & White Wealth Management's MRSH Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Marsh (MRSH) stake by 0.8% in Q2 2026, buying an estimated $2.01K and bringing the position to 1,512 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #106.

Johnson & White Wealth Management first reported a position in MRSH in Q1 2023 and has held it in 11 quarters since. The position peaked at $371K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Johnson & White Wealth Management held 1,512 shares of Marsh worth $252K as of Q2 2026.
Johnson & White Wealth Management bought 12 Marsh shares in Q2 2026, an estimated $2.01K.
Marsh made up 0.09% of Johnson & White Wealth Management's portfolio in Q2 2026, its #106 holding.
Johnson & White Wealth Management first reported a position in Marsh in Q1 2023 and has held it in 11 quarters since.
Johnson & White Wealth Management's Marsh position peaked at $371K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.