MWM
MRSH

Maridea Wealth Management’s Marsh MRSH Stock Holding History

Maridea Wealth 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
Q1 		$652K Buy
3,758
+1,882
+100% +$338K 0.09% 212
2025
Q4 		$348K Buy
1,876
+656
+54% +$123K 0.05% 313
2025
Q3 		$232K Buy
+1,220
New +$251K 0.04% 379

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

Maridea Wealth Management's MRSH Position: Q1 2026 in Review

Maridea Wealth Management increased its Marsh (MRSH) stake by 100% in Q1 2026, buying an estimated $338K and bringing the position to 3,758 shares worth $652K. The position accounts for 0.09% of the portfolio, ranked #212.

Maridea Wealth Management first reported a position in MRSH in Q3 2025 and has held it in 3 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Maridea Wealth Management held 3,758 shares of Marsh worth $652K as of Q1 2026.
  • Maridea Wealth Management bought 1,882 Marsh shares in Q1 2026, an estimated $338K.
  • Marsh made up 0.09% of Maridea Wealth Management's portfolio in Q1 2026, its #212 holding.
  • Maridea Wealth Management first reported a position in Marsh in Q3 2025 and has held it in 3 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.