KWA
MRSH

Kondo Wealth Advisors’s Marsh MRSH Stock Holding History

Kondo 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
Q2 		$644K Sell
3,863
-33
-0.8% -$5.52K 0.22% 42
2026
Q1 		$676K Sell
3,896
-6
-0.2% -$1.08K 0.25% 32
2025
Q4 		$724K Sell
3,902
-29
-0.7% -$5.42K 0.28% 34
2025
Q3 		$792K Sell
3,931
-44
-1% -$9.05K 0.32% 33
2025
Q2 		$866K Buy
3,975
+1
+0% +$226 0.38% 31
2025
Q1 		$970K Sell
3,974
-371
-9% -$84.2K 0.48% 26
2024
Q4 		$923K Buy
+4,345
New +$964K 0.47% 27

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

Kondo Wealth Advisors's MRSH Position: Q2 2026 in Review

Kondo Wealth Advisors reduced its Marsh (MRSH) stake by 0.85% in Q2 2026, selling an estimated $5.52K and leaving 3,863 shares worth $644K. The position accounts for 0.22% of the portfolio, ranked #42.

Kondo Wealth Advisors first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $970K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Kondo Wealth Advisors held 3,863 shares of Marsh worth $644K as of Q2 2026.
  • Kondo Wealth Advisors sold 33 Marsh shares in Q2 2026, an estimated $5.52K.
  • Marsh made up 0.22% of Kondo Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Kondo Wealth Advisors first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Kondo Wealth Advisors's Marsh position peaked at $970K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.