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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
Q2 		– Sell
-129
Closed -$22.4K – 649
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 $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 $3.38T AUM 44.17% 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 Management (Idaho)'s MRSH Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Marsh (MRSH) in Q2 2026, closing a stake of 129 shares — an estimated $22.4K sold.

Legacy Wealth Management (Idaho) first reported a position in MRSH in Q3 2024 and held it in 7 quarters. The position peaked at $22.4K in Q1 2026. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 129 Marsh shares in Q2 2026, an estimated $22.4K.
  • Legacy Wealth Management (Idaho) first reported a position in Marsh in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Marsh position peaked at $22.4K in Q1 2026.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.