LF
MRSH

LifeSteps Financial’s Marsh MRSH Stock Holding History

LifeSteps Financial’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 		$7.67K Buy
+46
New +$7.69K ﹤0.01% 464
2024
Q2 		– Sell
-46
Closed -$9.47K – 277
2024
Q1 		$9.47K Buy
+46
New +$9.17K 0.01% 301

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

LifeSteps Financial's MRSH Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Marsh (MRSH) in Q2 2026: 46 shares worth $7.67K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MRSH as recently as Q1 2024.

LifeSteps Financial first reported a position in MRSH in Q1 2024 and has held it in 2 quarters since. The position peaked at $9.47K in Q1 2024. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • LifeSteps Financial held 46 shares of Marsh worth $7.67K as of Q2 2026.
  • Marsh was a new LifeSteps Financial position in Q2 2026.
  • Marsh made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #464 holding.
  • LifeSteps Financial first reported a position in Marsh in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Marsh position peaked at $9.47K in Q1 2024.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.