MGWM
MRSH

Marks Group Wealth Management’s Marsh MRSH Stock Holding History

Marks Group 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
Q2 		$3.99M Sell
23,922
-10,294
-30% -$1.72M 0.35% 71
2026
Q1 		$5.93M Buy
34,216
+179
+0.5% +$32.2K 0.57% 66
2025
Q4 		$6.31M Sell
34,037
-3,200
-9% -$598K 0.6% 62
2025
Q3 		$7.5M Sell
37,237
-742
-2% -$153K 0.7% 66
2025
Q2 		$8.3M Buy
37,979
+237
+0.6% +$53.5K 0.77% 61
2025
Q1 		$9.21M Buy
37,742
+615
+2% +$140K 0.89% 29
2024
Q4 		$7.89M Sell
37,127
-1,026
-3% -$228K 0.78% 54
2024
Q3 		$8.51M Buy
38,153
+136
+0.4% +$30.2K 0.81% 50
2024
Q2 		$8.01M Sell
38,017
-483
-1% -$99.2K 0.84% 46
2024
Q1 		$7.93M Sell
38,500
-42
-0.1% -$8.37K 0.83% 48
2023
Q4 		$7.3M Sell
38,542
-383
-1% -$74K 0.83% 41
2023
Q3 		$7.41M Sell
38,925
-449
-1% -$86.1K 0.92% 23
2023
Q2 		$7.41M Buy
39,374
+231
+0.6% +$41K 0.88% 35
2023
Q1 		$6.52M Buy
39,143
+259
+0.7% +$43.1K 0.83% 46
2022
Q4 		$6.43M Buy
38,884
+41
+0.1% +$6.7K 0.88% 38
2022
Q3 		$5.8M Buy
38,843
+939
+2% +$151K 0.88% 37
2022
Q2 		$5.88M Sell
37,904
-2,071
-5% -$332K 0.85% 32
2022
Q1 		$6.81M Buy
39,975
+2,730
+7% +$430K 0.86% 34
2021
Q4 		$6.47M Sell
37,245
-3,332
-8% -$553K 0.79% 41
2021
Q3 		$6.14M Sell
40,577
-650
-2% -$98.3K 0.83% 36
2021
Q2 		$5.81M Sell
41,227
-3,227
-7% -$433K 0.8% 42
2021
Q1 		$5.42M Buy
44,454
+2,518
+6% +$290K 0.8% 47
2020
Q4 		$4.91M Buy
41,936
+156
+0.4% +$17.7K 0.76% 54
2020
Q3 		$4.79M Sell
41,780
-18
-0% -$2.06K 0.87% 37
2020
Q2 		$4.49M Sell
41,798
-370
-0.9% -$37.5K 0.91% 27
2020
Q1 		$3.64M Sell
42,168
-2,149
-5% -$229K 0.94% 49
2019
Q4 		$4.94M Buy
+44,317
New +$4.63M 0.97% 19

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

Marks Group Wealth Management's MRSH Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Marsh (MRSH) stake by 30% in Q2 2026, selling an estimated $1.72M and leaving 23,922 shares worth $3.99M. The position accounts for 0.35% of the portfolio, ranked #71.

Marks Group Wealth Management first reported a position in MRSH in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.21M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Marks Group Wealth Management held 23,922 shares of Marsh worth $3.99M as of Q2 2026.
  • Marks Group Wealth Management sold 10,294 Marsh shares in Q2 2026, an estimated $1.72M.
  • Marsh made up 0.35% of Marks Group Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Marks Group Wealth Management first reported a position in Marsh in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Marsh position peaked at $9.21M in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.