Journey Strategic Wealth’s Marsh MRSH Stock Holding History

Journey Strategic Wealth’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	$1.11M	Buy	6,417 +1,693	+36%	+$304K	0.03%	165
2025 Q4	$877K	Sell	4,724 -2,233	-32%	-$417K	0.02%	199
2025 Q3	$1.4M	Sell	6,957 -77	-1%	-$15.8K	0.04%	129
2025 Q2	$1.54M	Buy	7,034 +2,521	+56%	+$569K	0.05%	115
2025 Q1	$1.1M	Buy	4,513 +141	+3%	+$32K	0.04%	123
2024 Q4	$929K	Buy	4,372 +16	+0.4%	+$3.55K	0.03%	131
2024 Q3	$972K	Buy	4,356 +479	+12%	+$106K	0.04%	130
2024 Q2	$817K	Buy	3,877 +1,130	+41%	+$232K	0.03%	108
2024 Q1	$566K	Buy	2,747 +578	+27%	+$115K	0.03%	125
2023 Q4	$411K	Buy	2,169 +618	+40%	+$119K	0.02%	107
2023 Q3	$295K	Buy	1,551 +354	+30%	+$67.8K	0.01%	117
2023 Q2	$225K	Sell	1,197 -1,376	-53%	-$244K	0.01%	154
2023 Q1	$429K	Buy	2,573 +819	+47%	+$136K	0.05%	117
2022 Q4	$290K	Buy	+1,754	New	+$287K	0.03%	146
2022 Q2	–	Sell	-1,379	Closed	-$235K	–	178
2022 Q1	$235K	Buy	1,379 +24	+2%	+$3.78K	0.03%	130
2021 Q4	$236K	Buy	+1,355	New	+$225K	0.02%	162

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Journey Strategic Wealth's MRSH Position: Q1 2026 in Review

Journey Strategic Wealth increased its Marsh (MRSH) stake by 36% in Q1 2026, buying an estimated $304K and bringing the position to 6,417 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #165.

Journey Strategic Wealth first reported a position in MRSH in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.54M in Q2 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Journey Strategic Wealth held 6,417 shares of Marsh worth $1.11M as of Q1 2026.
Journey Strategic Wealth bought 1,693 Marsh shares in Q1 2026, an estimated $304K.
Marsh made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #165 holding.
Journey Strategic Wealth first reported a position in Marsh in Q4 2021 and has held it in 16 quarters since.
Journey Strategic Wealth's Marsh position peaked at $1.54M in Q2 2025.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.