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Kestra Private Wealth Services’s Marsh MRSH Stock Holding History

Kestra Private Wealth Services’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 		$2.89M Buy
17,358
+1,862
+12% +$311K 0.03% 483
2026
Q1 		$2.69M Buy
15,496
+807
+5% +$145K 0.03% 474
2025
Q4 		$2.73M Sell
14,689
-2,079
-12% -$389K 0.03% 450
2025
Q3 		$3.38M Buy
16,768
+3,856
+30% +$793K 0.04% 390
2025
Q2 		$2.82M Buy
12,912
+1,073
+9% +$242K 0.04% 406
2025
Q1 		$2.89M Buy
11,839
+840
+8% +$191K 0.05% 369
2024
Q4 		$2.34M Buy
10,999
+937
+9% +$208K 0.04% 396
2024
Q3 		$2.24M Buy
10,062
+343
+4% +$76.1K 0.04% 398
2024
Q2 		$2.05M Sell
9,719
-328
-3% -$67.4K 0.04% 389
2024
Q1 		$2.07M Buy
10,047
+510
+5% +$102K 0.05% 367
2023
Q4 		$1.81M Buy
9,537
+1,793
+23% +$346K 0.05% 371
2023
Q3 		$1.47M Buy
7,744
+177
+2% +$33.9K 0.05% 374
2023
Q2 		$1.42M Buy
7,567
+228
+3% +$40.5K 0.05% 361
2023
Q1 		$1.22M Buy
7,339
+404
+6% +$67.3K 0.05% 365
2022
Q4 		$1.15M Sell
6,935
-419
-6% -$68.5K 0.06% 339
2022
Q3 		$1.1M Buy
7,354
+64
+0.9% +$10.3K 0.06% 315
2022
Q2 		$1.13M Buy
7,290
+80
+1% +$12.8K 0.06% 316
2022
Q1 		$1.23M Sell
7,210
-136
-2% -$21.4K 0.06% 330
2021
Q4 		$1.28M Buy
7,346
+2,431
+49% +$404K 0.06% 326
2021
Q3 		$744K Buy
4,915
+28
+0.6% +$4.24K 0.04% 435
2021
Q2 		$688K Sell
4,887
-42
-0.9% -$5.63K 0.04% 432
2021
Q1 		$600K Buy
4,929
+1,184
+32% +$136K 0.04% 413
2020
Q4 		$431K Buy
3,745
+281
+8% +$31.9K 0.03% 469
2020
Q3 		$397K Buy
+3,464
New +$397K 0.03% 432

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's MRSH Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Marsh (MRSH) stake by 12% in Q2 2026, buying an estimated $311K and bringing the position to 17,358 shares worth $2.89M. The position accounts for 0.03% of the portfolio, ranked #483.

Kestra Private Wealth Services first reported a position in MRSH in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.38M in Q3 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Kestra Private Wealth Services held 17,358 shares of Marsh worth $2.89M as of Q2 2026.
  • Kestra Private Wealth Services bought 1,862 Marsh shares in Q2 2026, an estimated $311K.
  • Marsh made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #483 holding.
  • Kestra Private Wealth Services first reported a position in Marsh in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Marsh position peaked at $3.38M in Q3 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.