KWM
MRSH

Kingsview Wealth Management’s Marsh MRSH Stock Holding History

Kingsview 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 		$6.92M Sell
41,516
-8,930
-18% -$1.49M 0.08% 222
2026
Q1 		$8.75M Buy
50,446
+36,020
+250% +$6.48M 0.12% 152
2025
Q4 		$2.68M Sell
14,426
-587
-4% -$110K 0.04% 427
2025
Q3 		$3.03M Buy
15,013
+82
+0.5% +$16.9K 0.05% 376
2025
Q2 		$3.26M Sell
14,931
-79
-0.5% -$17.8K 0.06% 325
2025
Q1 		$3.66M Sell
15,010
-11
-0.1% -$2.5K 0.07% 263
2024
Q4 		$3.19M Buy
15,021
+94
+0.6% +$20.9K 0.06% 291
2024
Q3 		$3.33M Buy
14,927
+1,017
+7% +$226K 0.07% 254
2024
Q2 		$2.93M Buy
13,910
+163
+1% +$33.5K 0.07% 264
2024
Q1 		$2.83M Buy
13,747
+5
+0% +$996 0.07% 258
2023
Q4 		$2.6M Buy
13,742
+43
+0.3% +$8.31K 0.08% 229
2023
Q3 		$2.61M Buy
13,699
+124
+0.9% +$23.8K 0.09% 228
2023
Q2 		$2.55M Buy
13,575
+8,833
+186% +$1.57M 0.1% 207
2023
Q1 		$790K Sell
4,742
-628
-12% -$105K 0.03% 454
2022
Q4 		$889K Sell
5,370
-476
-8% -$77.8K 0.04% 366
2022
Q3 		$873K Buy
5,846
+522
+10% +$83.8K 0.04% 358
2022
Q2 		$827K Sell
5,324
-1,826
-26% -$293K 0.04% 414
2022
Q1 		$1.22M Sell
7,150
-134
-2% -$21.1K 0.05% 331
2021
Q4 		$1.27M Buy
+7,284
New +$1.21M 0.05% 327

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

Kingsview Wealth Management's MRSH Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Marsh (MRSH) stake by 18% in Q2 2026, selling an estimated $1.49M and leaving 41,516 shares worth $6.92M. The position accounts for 0.08% of the portfolio, ranked #222.

Kingsview Wealth Management first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.75M in Q1 2026. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Kingsview Wealth Management held 41,516 shares of Marsh worth $6.92M as of Q2 2026.
  • Kingsview Wealth Management sold 8,930 Marsh shares in Q2 2026, an estimated $1.49M.
  • Marsh made up 0.08% of Kingsview Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Kingsview Wealth Management first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • Kingsview Wealth Management's Marsh position peaked at $8.75M in Q1 2026.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.