Mission Wealth Management’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.92M | Buy |
11,525
+3,987
| +53% | +$666K | 0.02% | 321 |
|
|
2026
Q1 | $1.31M | Sell |
7,538
-906
| -11% | -$163K | 0.03% | 281 |
|
|
2025
Q4 | $1.57M | Sell |
8,444
-115
| -1% | -$21.5K | 0.03% | 253 |
|
|
2025
Q3 | $1.72M | Sell |
8,559
-94
| -1% | -$19.3K | 0.03% | 238 |
|
|
2025
Q2 | $1.89M | Buy |
8,653
+29
| +0.3% | +$6.55K | 0.04% | 219 |
|
|
2025
Q1 | $2.1M | Buy |
8,624
+914
| +12% | +$207K | 0.05% | 188 |
|
|
2024
Q4 | $1.64M | Sell |
7,710
-621
| -7% | -$138K | 0.04% | 209 |
|
|
2024
Q3 | $1.86M | Sell |
8,331
-38
| -0.5% | -$8.44K | 0.05% | 187 |
|
|
2024
Q2 | $1.76M | Sell |
8,369
-1,387
| -14% | -$285K | 0.05% | 185 |
|
|
2024
Q1 | $2.01M | Buy |
9,756
+85
| +0.9% | +$16.9K | 0.05% | 182 |
|
|
2023
Q4 | $1.83M | Buy |
9,671
+339
| +4% | +$65.5K | 0.06% | 155 |
|
|
2023
Q3 | $1.78M | Buy |
9,332
+145
| +2% | +$27.8K | 0.07% | 148 |
|
|
2023
Q2 | $1.73M | Buy |
9,187
+77
| +0.8% | +$13.7K | 0.07% | 145 |
|
|
2023
Q1 | $1.52M | Buy |
9,110
+143
| +2% | +$23.8K | 0.06% | 166 |
|
|
2022
Q4 | $1.48M | Sell |
8,967
-62
| -0.7% | -$10.1K | 0.07% | 152 |
|
|
2022
Q3 | $1.35M | Sell |
9,029
-16
| -0.2% | -$2.57K | 0.07% | 147 |
|
|
2022
Q2 | $1.4M | Buy |
9,045
+935
| +12% | +$150K | 0.07% | 147 |
|
|
2022
Q1 | $1.38M | Buy |
8,110
+597
| +8% | +$94.1K | 0.06% | 152 |
|
|
2021
Q4 | $1.31M | Buy |
7,513
+363
| +5% | +$60.3K | 0.06% | 162 |
|
|
2021
Q3 | $1.08M | Sell |
7,150
-218
| -3% | -$33K | 0.06% | 168 |
|
|
2021
Q2 | $1.04M | Sell |
7,368
-143
| -2% | -$19.2K | 0.06% | 164 |
|
|
2021
Q1 | $915K | Buy |
7,511
+847
| +13% | +$97.5K | 0.05% | 157 |
|
|
2020
Q4 | $780K | Buy |
6,664
+1,507
| +29% | +$171K | 0.05% | 163 |
|
|
2020
Q3 | $592K | Buy |
5,157
+195
| +4% | +$22.3K | 0.04% | 179 |
|
|
2020
Q2 | $533K | Buy |
4,962
+288
| +6% | +$29.2K | 0.05% | 175 |
|
|
2020
Q1 | $404K | Sell |
4,674
-20
| -0.4% | -$2.13K | 0.04% | 178 |
|
|
2019
Q4 | $523K | Buy |
4,694
+114
| +2% | +$11.9K | 0.05% | 181 |
|
|
2019
Q3 | $458K | Sell |
4,580
-193
| -4% | -$19.3K | 0.05% | 180 |
|
|
2019
Q2 | $476K | Sell |
4,773
-54
| -1% | -$5.17K | 0.05% | 174 |
|
|
2019
Q1 | $453K | Buy |
4,827
+273
| +6% | +$24.1K | 0.05% | 182 |
|
|
2018
Q4 | $363K | Buy |
4,554
+175
| +4% | +$14.6K | 0.05% | 180 |
|
|
2018
Q3 | $362K | Buy |
4,379
+680
| +18% | +$57.6K | 0.05% | 188 |
|
|
2018
Q2 | $303K | Buy |
3,699
+453
| +14% | +$37K | 0.04% | 196 |
|
|
2018
Q1 | $268K | Buy |
3,246
+205
| +7% | +$17K | 0.04% | 177 |
|
|
2017
Q4 | $248K | Sell |
3,041
-34
| -1% | -$2.83K | 0.04% | 179 |
|
|
2017
Q3 | $258K | Buy |
3,075
+472
| +18% | +$37.4K | 0.05% | 156 |
|
|
2017
Q2 | $203K | Buy |
+2,603
| New | +$197K | 0.04% | 180 |
|
Other funds holding MRSH
Mission Wealth Management's MRSH Position: Q2 2026 in Review
Mission Wealth Management increased its Marsh (MRSH) stake by 53% in Q2 2026, buying an estimated $666K and bringing the position to 11,525 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #321.
Mission Wealth Management first reported a position in MRSH in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.1M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Mission Wealth Management held 11,525 shares of Marsh worth $1.92M as of Q2 2026.
- Mission Wealth Management bought 3,987 Marsh shares in Q2 2026, an estimated $666K.
- Marsh made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #321 holding.
- Mission Wealth Management first reported a position in Marsh in Q2 2017 and has held it in 37 quarters since.
- Mission Wealth Management's Marsh position peaked at $2.1M in Q1 2025.
- 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.