LWP
MRSH

LeClair Wealth Partners’s Marsh MRSH Stock Holding History

LeClair Wealth Partners’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
-1,820
Closed -$338K – 156
2025
Q4 		$338K Hold
1,820
– – 0.2% 69
2025
Q3 		$367K Hold
1,820
– – 0.23% 59
2025
Q2 		$398K Sell
1,820
-1
-0.1% -$226 0.27% 62
2025
Q1 		$444K Hold
1,821
– – 0.32% 60
2024
Q4 		$387K Buy
+1,821
New +$404K 0.26% 68

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

LeClair Wealth Partners's MRSH Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,820 shares — an estimated $338K sold.

LeClair Wealth Partners first reported a position in MRSH in Q4 2024 and held it in 5 quarters. The position peaked at $444K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 1,820 Marsh shares in Q1 2026, an estimated $338K.
  • LeClair Wealth Partners first reported a position in Marsh in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's Marsh position peaked at $444K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.