Meridian Wealth Management’s Marsh MRSH Stock Holding History

Meridian Wealth Management’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	$215K	Buy	+1,289	New	+$215K	0.01%	772
2025 Q3	–	Sell	-1,172	Closed	-$256K	–	720
2025 Q2	$256K	Buy	1,172 +269	+30%	+$60.7K	0.01%	588
2025 Q1	$220K	Sell	903 -117	-11%	-$26.5K	0.01%	582
2024 Q4	$217K	Buy	1,020 +82	+9%	+$18.2K	0.01%	589
2024 Q3	$209K	Buy	+938	New	+$208K	0.01%	600
2024 Q2	–	Sell	-1,116	Closed	-$230K	–	452
2024 Q1	$230K	Buy	1,116 +14	+1%	+$2.79K	0.04%	187
2023 Q4	$209K	Buy	+1,102	New	+$213K	0.01%	565

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Meridian Wealth Management opened a new position in Marsh (MRSH) in Q2 2026: 1,289 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Meridian Wealth Management previously reported a position in MRSH as recently as Q2 2025.

Meridian Wealth Management first reported a position in MRSH in Q4 2023 and has held it in 7 quarters since. The position peaked at $256K in Q2 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Meridian Wealth Management held 1,289 shares of Marsh worth $215K as of Q2 2026.
Marsh was a new Meridian Wealth Management position in Q2 2026.
Marsh made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #772 holding.
Meridian Wealth Management first reported a position in Marsh in Q4 2023 and has held it in 7 quarters since.
Meridian Wealth Management's Marsh position peaked at $256K in Q2 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.