MFG
MRSH

Merit Financial Group’s Marsh MRSH Stock Holding History

Merit Financial 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 		$3.33M Sell
19,951
-8,293
-29% -$1.39M 0.02% 554
2026
Q1 		$4.9M Buy
28,244
+4,490
+19% +$807K 0.04% 392
2025
Q4 		$4.41M Buy
23,754
+1,218
+5% +$228K 0.04% 387
2025
Q3 		$4.54M Buy
22,536
+1,398
+7% +$288K 0.04% 332
2025
Q2 		$4.62M Buy
21,138
+876
+4% +$198K 0.05% 300
2025
Q1 		$4.94M Buy
20,262
+2,877
+17% +$653K 0.07% 224
2024
Q4 		$3.69M Buy
17,385
+8,487
+95% +$1.88M 0.07% 233
2024
Q3 		$1.99M Sell
8,898
-3,022
-25% -$671K 0.04% 273
2024
Q2 		$2.51M Sell
11,920
-1,697
-12% -$349K 0.06% 236
2024
Q1 		$2.71M Buy
13,617
+6,486
+91% +$1.29M 0.06% 228
2023
Q4 		$1.35M Sell
7,131
-1,958
-22% -$378K 0.04% 256
2023
Q3 		$1.73M Buy
9,089
+3,220
+55% +$617K 0.06% 242
2023
Q2 		$1.1M Buy
5,869
+1,481
+34% +$263K 0.04% 319
2023
Q1 		$731K Buy
4,388
+1,222
+39% +$204K 0.03% 331
2022
Q4 		$524K Buy
+3,166
New +$518K 0.02% 408
2022
Q3 		– Sell
-3,139
Closed -$487K – 616
2022
Q2 		$487K Buy
+3,139
New +$503K 0.02% 365

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

Merit Financial Group's MRSH Position: Q2 2026 in Review

Merit Financial Group reduced its Marsh (MRSH) stake by 29% in Q2 2026, selling an estimated $1.39M and leaving 19,951 shares worth $3.33M. The position accounts for 0.02% of the portfolio, ranked #554.

Merit Financial Group first reported a position in MRSH in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.94M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Merit Financial Group held 19,951 shares of Marsh worth $3.33M as of Q2 2026.
  • Merit Financial Group sold 8,293 Marsh shares in Q2 2026, an estimated $1.39M.
  • Marsh made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #554 holding.
  • Merit Financial Group first reported a position in Marsh in Q2 2022 and has held it in 16 quarters since.
  • Merit Financial Group's Marsh position peaked at $4.94M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.