MWA
MRSH

Medallion Wealth Advisors’s Marsh MRSH Stock Holding History

Medallion Wealth Advisors’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 		$333 Buy
+2
New +$334 ﹤0.01% 1045
2025
Q1 		– Sell
-1,275
Closed -$271K – 1094
2024
Q4 		$271K Buy
+1,275
New +$283K 0.13% 156

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

Medallion Wealth Advisors's MRSH Position: Q2 2026 in Review

Medallion Wealth Advisors opened a new position in Marsh (MRSH) in Q2 2026: 2 shares worth $333. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings. This is a return to the name: Medallion Wealth Advisors previously reported a position in MRSH as recently as Q4 2024.

Medallion Wealth Advisors first reported a position in MRSH in Q4 2024 and has held it in 2 quarters since. The position peaked at $271K in Q4 2024. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Medallion Wealth Advisors held 2 shares of Marsh worth $333 as of Q2 2026.
  • Marsh was a new Medallion Wealth Advisors position in Q2 2026.
  • Marsh made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1045 holding.
  • Medallion Wealth Advisors first reported a position in Marsh in Q4 2024 and has held it in 2 quarters since.
  • Medallion Wealth Advisors's Marsh position peaked at $271K in Q4 2024.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.