MW
MRSH

MBL Wealth’s Marsh MRSH Stock Holding History

MBL Wealth’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 		$272K Sell
1,629
-196
-11% -$32.8K 0.02% 306
2026
Q1 		$317K Buy
+1,825
New +$328K 0.02% 253

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

MBL Wealth's MRSH Position: Q2 2026 in Review

MBL Wealth reduced its Marsh (MRSH) stake by 11% in Q2 2026, selling an estimated $32.8K and leaving 1,629 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #306.

MBL Wealth first reported a position in MRSH in Q1 2026 and has held it in 2 quarters since. The position peaked at $317K in Q1 2026. 1,499 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • MBL Wealth held 1,629 shares of Marsh worth $272K as of Q2 2026.
  • MBL Wealth sold 196 Marsh shares in Q2 2026, an estimated $32.8K.
  • Marsh made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #306 holding.
  • MBL Wealth first reported a position in Marsh in Q1 2026 and has held it in 2 quarters since.
  • MBL Wealth's Marsh position peaked at $317K in Q1 2026.
  • 1,499 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.