NWM
MRSH

Navigoe Wealth Management’s Marsh MRSH Stock Holding History

Navigoe 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 		$0 Buy
+3
New +$501 ﹤0.01% 873
2026
Q1 		– Sell
-70
Closed -$12K – 245
2025
Q4 		$12K Hold
70
– – 0.01% 141
2025
Q3 		$14K Buy
+70
New +$14.4K 0.01% 129

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

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

Navigoe Wealth Management opened a new position in Marsh (MRSH) in Q2 2026: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #873 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in MRSH as recently as Q4 2025.

Navigoe Wealth Management first reported a position in MRSH in Q3 2025 and has held it in 3 quarters since. The position peaked at $14K in Q3 2025. 1,494 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Navigoe Wealth Management held 3 shares of Marsh worth $0 as of Q2 2026.
  • Marsh was a new Navigoe Wealth Management position in Q2 2026.
  • Marsh made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #873 holding.
  • Navigoe Wealth Management first reported a position in Marsh in Q3 2025 and has held it in 3 quarters since.
  • Navigoe Wealth Management's Marsh position peaked at $14K in Q3 2025.
  • 1,494 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.