KWA
MRSH

Kingswood Wealth Advisors’s Marsh MRSH Stock Holding History

Kingswood Wealth Advisors’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 		– Sell
-1,126
Closed -$209K – 956
2025
Q4 		$209K Sell
1,126
-143
-11% -$26.7K 0.01% 812
2025
Q3 		$256K Buy
+1,269
New +$261K 0.02% 682
2025
Q2 		– Sell
-912
Closed -$223K – 775
2025
Q1 		$223K Buy
+912
New +$207K 0.02% 645
2024
Q4 		– Sell
-1,019
Closed -$227K – 865
2024
Q3 		$227K Buy
+1,019
New +$226K 0.02% 640

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kingswood Wealth Advisors's MRSH Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,126 shares — an estimated $209K sold.

Kingswood Wealth Advisors first reported a position in MRSH in Q3 2024 and held it in 4 quarters. The position peaked at $256K in Q3 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,126 Marsh shares in Q1 2026, an estimated $209K.
  • Kingswood Wealth Advisors first reported a position in Marsh in Q3 2024 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Marsh position peaked at $256K in Q3 2025.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.