MWA
MRSH

Meridian Wealth Advisors’s Marsh MRSH Stock Holding History

Meridian 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 		$283K Buy
1,699
+4
+0.2% +$669 0.03% 178
2026
Q1 		$294K Buy
1,695
+38
+2% +$6.83K 0.04% 165
2025
Q4 		$307K Sell
1,657
-22
-1% -$4.11K 0.04% 150
2025
Q3 		$338K Buy
1,679
+29
+2% +$5.96K 0.05% 145
2025
Q2 		$361K Buy
1,650
+3
+0.2% +$677 0.06% 137
2025
Q1 		$402K Buy
1,647
+3
+0.2% +$681 0.07% 125
2024
Q4 		$349K Buy
1,644
+3
+0.2% +$666 0.06% 137
2024
Q3 		$366K Sell
1,641
-6
-0.4% -$1.33K 0.06% 138
2024
Q2 		$347K Buy
1,647
+10
+0.6% +$2.05K 0.06% 136
2024
Q1 		$337K Buy
1,637
+2
+0.1% +$399 0.06% 143
2023
Q4 		$310K Buy
1,635
+1
+0.1% +$193 0.07% 143
2023
Q3 		$311K Buy
1,634
+1
+0.1% +$192 0.08% 139
2023
Q2 		$307K Buy
1,633
+3
+0.2% +$532 0.07% 141
2023
Q1 		$271K Sell
1,630
-52
-3% -$8.66K 0.07% 157
2022
Q4 		$278K Sell
1,682
-346
-17% -$56.6K 0.07% 156
2022
Q3 		$303K Sell
2,028
-21
-1% -$3.37K 0.09% 147
2022
Q2 		$318K Buy
2,049
+4
+0.2% +$641 0.08% 148
2022
Q1 		$349K Buy
2,045
+4
+0.2% +$631 0.08% 152
2021
Q4 		$355K Buy
2,041
+3
+0.1% +$498 0.09% 148
2021
Q3 		$309K Buy
2,038
+4
+0.2% +$605 0.09% 154
2021
Q2 		$286K Buy
+2,034
New +$273K 0.08% 158
2020
Q1 		– Sell
-1,803
Closed -$201K – 158
2019
Q4 		$201K Buy
+1,803
New +$188K 0.08% 155
2019
Q1 		– Sell
-225
Closed -$18K – 296
2018
Q4 		$18K Buy
+225
New +$18.8K 0.01% 364

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

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

Meridian Wealth Advisors increased its Marsh (MRSH) stake by 0.24% in Q2 2026, buying an estimated $669 and bringing the position to 1,699 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #178.

Meridian Wealth Advisors first reported a position in MRSH in Q4 2018 and has held it in 23 quarters since. The position peaked at $402K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Meridian Wealth Advisors held 1,699 shares of Marsh worth $283K as of Q2 2026.
  • Meridian Wealth Advisors bought 4 Marsh shares in Q2 2026, an estimated $669.
  • Marsh made up 0.03% of Meridian Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • Meridian Wealth Advisors first reported a position in Marsh in Q4 2018 and has held it in 23 quarters since.
  • Meridian Wealth Advisors's Marsh position peaked at $402K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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