MWM
MRSH

Modern Wealth Management’s Marsh MRSH Stock Holding History

Modern 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 		$275K Buy
1,648
+37
+2% +$6.18K ﹤0.01% 915
2026
Q1 		$277K Buy
1,611
+308
+24% +$55.4K ﹤0.01% 742
2025
Q4 		$242K Buy
1,303
+244
+23% +$45.6K ﹤0.01% 755
2025
Q3 		$213K Sell
1,059
-216
-17% -$44.4K ﹤0.01% 751
2025
Q2 		$279K Buy
1,275
+100
+9% +$22.6K 0.01% 629
2025
Q1 		$287K Buy
+1,175
New +$267K 0.01% 539

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

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

Modern Wealth Management increased its Marsh (MRSH) stake by 2.3% in Q2 2026, buying an estimated $6.18K and bringing the position to 1,648 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Modern Wealth Management first reported a position in MRSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $287K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Modern Wealth Management held 1,648 shares of Marsh worth $275K as of Q2 2026.
  • Modern Wealth Management bought 37 Marsh shares in Q2 2026, an estimated $6.18K.
  • Marsh made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #915 holding.
  • Modern Wealth Management first reported a position in Marsh in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's Marsh position peaked at $287K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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