KJWM
MRSH

Kiley Juergens Wealth Management’s Marsh MRSH Stock Holding History

Kiley Juergens 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 		$550K Hold
3,300
– – 0.09% 133
2026
Q1 		$572K Buy
+3,300
New +$593K 0.1% 129
2018
Q4 		– Sell
-120
Closed -$9K – 415
2018
Q3 		$9K Buy
120
+1
+0.8% +$85 0.01% 477
2018
Q2 		$9K Buy
+119
New +$9.71K 0.01% 438
2018
Q1 		– Sell
-119
Closed -$9K – 404
2017
Q4 		$9K Buy
+119
New +$9.89K 0.01% 477

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

Kiley Juergens Wealth Management's MRSH Position: Q2 2026 in Review

Kiley Juergens Wealth Management held its Marsh (MRSH) position steady in Q2 2026 at 3,300 shares worth $550K. The position accounts for 0.09% of the portfolio, ranked #133.

Kiley Juergens Wealth Management first reported a position in MRSH in Q4 2017 and has held it in 5 quarters since. The position peaked at $572K in Q1 2026. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Kiley Juergens Wealth Management held 3,300 shares of Marsh worth $550K as of Q2 2026.
  • Kiley Juergens Wealth Management left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.09% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Kiley Juergens Wealth Management first reported a position in Marsh in Q4 2017 and has held it in 5 quarters since.
  • Kiley Juergens Wealth Management's Marsh position peaked at $572K in Q1 2026.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.