MFGM
MRSH

Marshall Financial Group (Maryland)’s Marsh MRSH Stock Holding History

Marshall Financial Group (Maryland)’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 		$715K Buy
4,291
+55
+1% +$9.19K 0.1% 183
2026
Q1 		$735K Buy
4,236
+142
+3% +$25.5K 0.12% 162
2025
Q4 		$760K Sell
4,094
-137
-3% -$25.6K 0.15% 163
2025
Q3 		$853K Buy
4,231
+287
+7% +$59K 0.17% 147
2025
Q2 		$841K Buy
+3,944
New +$890K 0.16% 150
2024
Q4 		– Sell
-4,814
Closed -$1.07M – 226
2024
Q3 		$1.07M Buy
4,814
+67
+1% +$14.9K 0.26% 107
2024
Q2 		$1M Buy
4,747
+319
+7% +$65.5K 0.28% 97
2024
Q1 		$912K Buy
4,428
+435
+11% +$86.7K 0.26% 105
2023
Q4 		$757K Buy
+3,993
New +$772K 0.24% 111
2023
Q1 		– Sell
-5,749
Closed -$951K – 185
2022
Q4 		$951K Buy
5,749
+569
+11% +$93K 0.37% 99
2022
Q3 		$773K Buy
5,180
+31
+0.6% +$4.97K 0.33% 100
2022
Q2 		$799K Buy
+5,149
New +$825K 0.32% 103

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

Marshall Financial Group (Maryland)'s MRSH Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Marsh (MRSH) stake by 1.3% in Q2 2026, buying an estimated $9.19K and bringing the position to 4,291 shares worth $715K. The position accounts for 0.1% of the portfolio, ranked #183.

Marshall Financial Group (Maryland) first reported a position in MRSH in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.07M in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Marshall Financial Group (Maryland) held 4,291 shares of Marsh worth $715K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 55 Marsh shares in Q2 2026, an estimated $9.19K.
  • Marsh made up 0.1% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #183 holding.
  • Marshall Financial Group (Maryland) first reported a position in Marsh in Q2 2022 and has held it in 12 quarters since.
  • Marshall Financial Group (Maryland)'s Marsh position peaked at $1.07M in Q3 2024.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.