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
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 $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

Kiley Juergens Wealth Management's MRSH Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Marsh (MRSH) in Q1 2026: 3,300 shares worth $572K. The stake represents 0.1% of the portfolio and ranks #129 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in MRSH as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in MRSH in Q4 2017 and has held it in 4 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Kiley Juergens Wealth Management held 3,300 shares of Marsh worth $572K as of Q1 2026.
  • Marsh was a new Kiley Juergens Wealth Management position in Q1 2026.
  • Marsh made up 0.1% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Kiley Juergens Wealth Management first reported a position in Marsh in Q4 2017 and has held it in 4 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.