LWAM
MRSH

Legacy Wealth Asset Management’s Marsh MRSH Stock Holding History

Legacy Wealth Asset 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 		$605K Sell
3,632
-9
-0.2% -$1.5K 0.13% 231
2026
Q1 		$632K Buy
3,641
+100
+3% +$18K 0.15% 221
2025
Q4 		$657K Sell
3,541
-90
-2% -$16.8K 0.16% 206
2025
Q3 		$732K Sell
3,631
-1,680
-32% -$346K 0.18% 181
2025
Q2 		$1.16M Buy
5,311
+19
+0.4% +$4.29K 0.3% 86
2025
Q1 		$1.29M Sell
5,292
-35
-0.7% -$7.94K 0.36% 77
2024
Q4 		$1.13M Buy
5,327
+35
+0.7% +$7.76K 0.31% 86
2024
Q3 		$1.18M Buy
5,292
+38
+0.7% +$8.44K 0.32% 86
2024
Q2 		$1.11M Buy
5,254
+2,371
+82% +$487K 0.31% 86
2024
Q1 		$594K Buy
2,883
+22
+0.8% +$4.38K 0.17% 197
2023
Q4 		$542K Sell
2,861
-4
-0.1% -$773 0.18% 203
2023
Q3 		$545K Sell
2,865
-2
-0.1% -$383 0.2% 172
2023
Q2 		$539K Buy
2,867
+3
+0.1% +$532 0.19% 189
2023
Q1 		$477K Buy
2,864
+7
+0.2% +$1.17K 0.17% 198
2022
Q4 		$473K Buy
2,857
+38
+1% +$6.21K 0.18% 189
2022
Q3 		$421K Buy
+2,819
New +$452K 0.18% 198

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

Legacy Wealth Asset Management's MRSH Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Marsh (MRSH) stake by 0.25% in Q2 2026, selling an estimated $1.5K and leaving 3,632 shares worth $605K. The position accounts for 0.13% of the portfolio, ranked #231.

Legacy Wealth Asset Management first reported a position in MRSH in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.29M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Legacy Wealth Asset Management held 3,632 shares of Marsh worth $605K as of Q2 2026.
  • Legacy Wealth Asset Management sold 9 Marsh shares in Q2 2026, an estimated $1.5K.
  • Marsh made up 0.13% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #231 holding.
  • Legacy Wealth Asset Management first reported a position in Marsh in Q3 2022 and has held it in 16 quarters since.
  • Legacy Wealth Asset Management's Marsh position peaked at $1.29M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.