LWANC
MRSH

Laurel Wealth Advisors (North Carolina)’s Marsh MRSH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-30
Closed -$5.57K – 464
2025
Q4 		$5.57K Buy
+30
New +$5.61K ﹤0.01% 531
2025
Q2 		– Sell
-30
Closed -$7.32K – 484
2025
Q1 		$7.32K Hold
30
– – ﹤0.01% 505
2024
Q4 		$6.37K Hold
30
– – ﹤0.01% 527
2024
Q3 		$6.69K Hold
30
– – ﹤0.01% 486
2024
Q2 		$6.32K Hold
30
– – ﹤0.01% 461
2024
Q1 		$6.18K Hold
30
– – ﹤0.01% 469
2023
Q4 		$5.68K Sell
30
-143
-83% -$27.6K ﹤0.01% 438
2023
Q3 		$32.8K Buy
173
+143
+477% +$27.4K 0.01% 315
2023
Q2 		$5.64K Hold
30
– – ﹤0.01% 445
2023
Q1 		$5K Hold
30
– – ﹤0.01% 457
2022
Q4 		$4.96K Hold
30
– – ﹤0.01% 432
2022
Q3 		$4K Hold
30
– – ﹤0.01% 445
2022
Q2 		$5K Hold
30
– – ﹤0.01% 449
2022
Q1 		$5K Hold
30
– – ﹤0.01% 482
2021
Q4 		$5K Hold
30
– – ﹤0.01% 488
2021
Q3 		$5K Hold
30
– – ﹤0.01% 481
2021
Q2 		$4K Hold
30
– – ﹤0.01% 574
2021
Q1 		$4K Hold
30
– – ﹤0.01% 530
2020
Q4 		$4K Hold
30
– – ﹤0.01% 500
2020
Q3 		$3K Hold
30
– – ﹤0.01% 465
2020
Q2 		$3K Sell
30
-30
-50% -$3.04K ﹤0.01% 456
2020
Q1 		$5K Buy
60
+30
+100% +$3.2K ﹤0.01% 413
2019
Q4 		$3K Hold
30
– – ﹤0.01% 477
2019
Q3 		$3K Buy
+30
New +$3K ﹤0.01% 458
2019
Q2 		– Sell
-30
Closed -$3K – 522
2019
Q1 		$3K Sell
30
-30
-50% -$2.65K ﹤0.01% 440
2018
Q4 		$5K Buy
+60
New +$5K ﹤0.01% 405

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

Laurel Wealth Advisors (North Carolina)'s MRSH Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Marsh (MRSH) in Q1 2026, closing a stake of 30 shares — an estimated $5.57K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MRSH in Q4 2018 and held it in 26 quarters. The position peaked at $32.8K in Q3 2023. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 30 Marsh shares in Q1 2026, an estimated $5.57K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Marsh in Q4 2018 and held it in 26 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Marsh position peaked at $32.8K in Q3 2023.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.