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
Q2 		$304K Buy
+1,822
New +$305K 0.16% 98
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 $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

LeClair Wealth Partners's MRSH Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Marsh (MRSH) in Q2 2026: 1,822 shares worth $304K. The stake represents 0.16% of the portfolio and ranks #98 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in MRSH as recently as Q4 2025.

LeClair Wealth Partners first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $444K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • LeClair Wealth Partners held 1,822 shares of Marsh worth $304K as of Q2 2026.
  • Marsh was a new LeClair Wealth Partners position in Q2 2026.
  • Marsh made up 0.16% of LeClair Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • LeClair Wealth Partners first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
  • LeClair Wealth Partners's Marsh position peaked at $444K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.