NW
MRSH

NewEdge Wealth’s Marsh MRSH Stock Holding History

NewEdge 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
Q1 		$500K Sell
2,881
-13,024
-82% -$2.34M 0.01% 814
2025
Q4 		$2.95M Buy
15,905
+2,285
+17% +$427K 0.03% 354
2025
Q3 		$2.43M Sell
13,620
-3,265
-19% -$672K 0.03% 346
2025
Q2 		$3.43M Buy
16,885
+394
+2% +$88.9K 0.05% 271
2025
Q1 		$4.02M Sell
16,491
-201
-1% -$45.6K 0.07% 222
2024
Q4 		$3.55M Sell
16,692
-223
-1% -$49.5K 0.06% 245
2024
Q3 		$3.77M Buy
16,915
+481
+3% +$107K 0.07% 243
2024
Q2 		$3.46M Sell
16,434
-296
-2% -$60.8K 0.08% 217
2024
Q1 		$3.34M Buy
16,730
+177
+1% +$35.3K 0.07% 223
2023
Q4 		$3.14M Sell
16,553
-914
-5% -$177K 0.08% 216
2023
Q3 		$3.32M Sell
17,467
-1,279
-7% -$245K 0.11% 172
2023
Q2 		$3.53M Buy
18,746
+5,500
+42% +$976K 0.12% 163
2023
Q1 		$2.21M Sell
13,246
-511
-4% -$85.1K 0.08% 207
2022
Q4 		$2.28M Buy
13,757
+2,338
+20% +$382K 0.1% 194
2022
Q3 		$1.71M Sell
11,419
-3,609
-24% -$579K 0.08% 210
2022
Q2 		$2.33M Buy
15,028
+8,404
+127% +$1.35M 0.11% 171
2022
Q1 		$1.13M Buy
6,624
+411
+7% +$64.8K 0.05% 214
2021
Q4 		$1.08M Buy
6,213
+1,787
+40% +$297K 0.05% 228
2021
Q3 		$670K Sell
4,426
-1,474
-25% -$223K 0.04% 204
2021
Q2 		$830K Sell
5,900
-1,331
-18% -$178K 0.06% 187
2021
Q1 		$881K Sell
7,231
-7,162
-50% -$825K 0.09% 171
2020
Q4 		$1.68M Buy
+14,393
New +$1.64M 0.52% 57

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NewEdge Wealth's MRSH Position: Q1 2026 in Review

NewEdge Wealth reduced its Marsh (MRSH) stake by 82% in Q1 2026, selling an estimated $2.34M and leaving 2,881 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #814.

NewEdge Wealth first reported a position in MRSH in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.02M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • NewEdge Wealth held 2,881 shares of Marsh worth $500K as of Q1 2026.
  • NewEdge Wealth sold 13,024 Marsh shares in Q1 2026, an estimated $2.34M.
  • Marsh made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #814 holding.
  • NewEdge Wealth first reported a position in Marsh in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Marsh position peaked at $4.02M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.