Morton Brown Family Wealth’s Marsh MRSH Stock Holding History

Morton Brown Family Wealth’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	$1.5K	Buy	+9	New	+$1.5K	﹤0.01%	278
2023 Q2	–	Sell	-15	Closed	-$2.5K	–	248
2023 Q1	$2.5K	Buy	+15	New	+$2.5K	﹤0.01%	179
2022 Q3	–	Sell	-6	Closed	-$1K	–	291
2022 Q2	$1K	Buy	+6	New	+$962	﹤0.01%	241

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's MRSH Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Marsh (MRSH) in Q2 2026: 9 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in MRSH as recently as Q1 2023.

Morton Brown Family Wealth first reported a position in MRSH in Q2 2022 and has held it in 3 quarters since. The position peaked at $2.5K in Q1 2023. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Morton Brown Family Wealth held 9 shares of Marsh worth $1.5K as of Q2 2026.
Marsh was a new Morton Brown Family Wealth position in Q2 2026.
Marsh made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #278 holding.
Morton Brown Family Wealth first reported a position in Marsh in Q2 2022 and has held it in 3 quarters since.
Morton Brown Family Wealth's Marsh position peaked at $2.5K in Q1 2023.
1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.