LOWM
MRSH

Laurel Oak Wealth Management’s Marsh MRSH Stock Holding History

Laurel Oak 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 		$936K Sell
5,616
-38
-0.7% -$6.35K 0.14% 133
2026
Q1 		$981K Sell
5,654
-9
-0.2% -$1.62K 0.16% 105
2025
Q4 		$1.05M Buy
+5,663
New +$1.06M 0.18% 104

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

Laurel Oak Wealth Management's MRSH Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Marsh (MRSH) stake by 0.67% in Q2 2026, selling an estimated $6.35K and leaving 5,616 shares worth $936K. The position accounts for 0.14% of the portfolio, ranked #133.

Laurel Oak Wealth Management first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2025. 1,497 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Laurel Oak Wealth Management held 5,616 shares of Marsh worth $936K as of Q2 2026.
  • Laurel Oak Wealth Management sold 38 Marsh shares in Q2 2026, an estimated $6.35K.
  • Marsh made up 0.14% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Laurel Oak Wealth Management first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Marsh position peaked at $1.05M in Q4 2025.
  • 1,497 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.