LWMI
MRSH

Legacy Wealth Management (Idaho)’s Marsh MRSH Stock Holding History

Legacy Wealth Management (Idaho)’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 		$22.4K Buy
129
+26
+25% +$4.67K 0.01% 366
2025
Q4 		$19.1K Buy
103
+85
+472% +$15.9K 0.01% 331
2025
Q3 		$3.63K Hold
18
– – ﹤0.01% 473
2025
Q2 		$3.94K Sell
18
-7
-28% -$1.58K ﹤0.01% 428
2025
Q1 		$6.1K Hold
25
– – ﹤0.01% 400
2024
Q4 		$5.68K Sell
25
-39
-61% -$8.65K ﹤0.01% 369
2024
Q3 		$14.4K Buy
+64
New +$14.2K 0.01% 261

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

Legacy Wealth Management (Idaho)'s MRSH Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Marsh (MRSH) stake by 25% in Q1 2026, buying an estimated $4.67K and bringing the position to 129 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #366.

Legacy Wealth Management (Idaho) first reported a position in MRSH in Q3 2024 and has held it in 7 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 129 shares of Marsh worth $22.4K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 26 Marsh shares in Q1 2026, an estimated $4.67K.
  • Marsh made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #366 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Marsh in Q3 2024 and has held it in 7 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.