Legacy Capital Wealth Partners’s Marsh MRSH Stock Holding History

Legacy Capital 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	$986K	Sell	5,916 -800	-12%	-$134K	0.19%	108
2026 Q1	$1.16M	Buy	6,716 +871	+15%	+$157K	0.24%	92
2025 Q4	$1.08M	Buy	5,845 +601	+11%	+$112K	0.23%	87
2025 Q3	$1.06M	Buy	5,244 +1,316	+34%	+$271K	0.23%	92
2025 Q2	$859K	Sell	3,928 -292	-7%	-$65.9K	0.2%	103
2025 Q1	$1.03M	Sell	4,220 -453	-10%	-$103K	0.25%	75
2024 Q4	$993K	Buy	4,673 +205	+5%	+$45.5K	0.25%	78
2024 Q3	$997K	Sell	4,468 -246	-5%	-$54.6K	0.2%	104
2024 Q2	$993K	Buy	+4,714	New	+$968K	0.25%	79
2024 Q1	–	Sell	-3,992	Closed	-$756K	–	256
2023 Q4	$756K	Sell	3,992 -524	-12%	-$101K	0.21%	98
2023 Q3	$859K	Buy	+4,516	New	+$866K	0.24%	86
2023 Q2	–	Sell	-4,326	Closed	-$720K	–	159
2023 Q1	$720K	Buy	+4,326	New	+$721K	0.2%	104

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legacy Capital Wealth Partners's MRSH Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Marsh (MRSH) stake by 12% in Q2 2026, selling an estimated $134K and leaving 5,916 shares worth $986K. The position accounts for 0.19% of the portfolio, ranked #108.

Legacy Capital Wealth Partners first reported a position in MRSH in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Legacy Capital Wealth Partners held 5,916 shares of Marsh worth $986K as of Q2 2026.
Legacy Capital Wealth Partners sold 800 Marsh shares in Q2 2026, an estimated $134K.
Marsh made up 0.19% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #108 holding.
Legacy Capital Wealth Partners first reported a position in Marsh in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Marsh position peaked at $1.16M in Q1 2026.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.