JWM
MRSH

JPL Wealth Management’s Marsh MRSH Stock Holding History

JPL 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 		$48.4K Buy
+279
New +$50.2K 0.01% 248
2025
Q4 		– Sell
-173
Closed -$34.9K – 722
2025
Q3 		$34.9K Buy
+173
New +$35.6K 0.01% 294

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

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

JPL Wealth Management opened a new position in Marsh (MRSH) in Q1 2026: 279 shares worth $48.4K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MRSH as recently as Q3 2025.

JPL Wealth Management first reported a position in MRSH in Q3 2025 and has held it in 2 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • JPL Wealth Management held 279 shares of Marsh worth $48.4K as of Q1 2026.
  • Marsh was a new JPL Wealth Management position in Q1 2026.
  • Marsh made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #248 holding.
  • JPL Wealth Management first reported a position in Marsh in Q3 2025 and has held it in 2 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.