MWPCG
MRSH

Measured Wealth Private Client Group’s Marsh MRSH Stock Holding History

Measured Wealth Private Client Group’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 		$5.33K Hold
32
– – ﹤0.01% 616
2026
Q1 		$5.55K Hold
32
– – ﹤0.01% 604
2025
Q4 		$5.94K Hold
32
– – ﹤0.01% 593
2025
Q3 		$6.45K Buy
+32
New +$6.58K ﹤0.01% 591

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

Measured Wealth Private Client Group's MRSH Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Marsh (MRSH) position steady in Q2 2026 at 32 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Measured Wealth Private Client Group first reported a position in MRSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.45K in Q3 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Measured Wealth Private Client Group held 32 shares of Marsh worth $5.33K as of Q2 2026.
  • Measured Wealth Private Client Group left its Marsh share count unchanged in Q2 2026.
  • Marsh made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #616 holding.
  • Measured Wealth Private Client Group first reported a position in Marsh in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Marsh position peaked at $6.45K in Q3 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.