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MRSH

NWAM LLC’s Marsh MRSH Stock Holding History

NWAM LLC’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 		$231K Sell
1,384
-97
-7% -$16.2K 0.01% 638
2026
Q1 		$257K Sell
1,481
-488
-25% -$87.7K 0.01% 542
2025
Q4 		$362K Sell
1,969
-139
-7% -$26K 0.02% 463
2025
Q3 		$405K Buy
2,108
+141
+7% +$29K 0.02% 457
2025
Q2 		$395K Buy
+1,967
New +$444K 0.02% 448
2025
Q1 		– Sell
-1,248
Closed -$265K – 569
2024
Q4 		$265K Sell
1,248
-37
-3% -$8.21K 0.02% 504
2024
Q3 		$287K Sell
1,285
-1
-0.1% -$222 0.02% 504
2024
Q2 		$271K Sell
1,286
-40
-3% -$8.22K 0.08% 122
2024
Q1 		$270K Sell
1,326
-4
-0.3% -$797 0.02% 457
2023
Q4 		$252K Buy
1,330
+6
+0.5% +$1.16K 0.02% 478
2023
Q3 		$252K Sell
1,324
-302
-19% -$57.9K 0.03% 422
2023
Q2 		$306K Sell
1,626
-151
-8% -$26.8K 0.03% 417
2023
Q1 		$296K Buy
1,777
+48
+3% +$8K 0.03% 367
2022
Q4 		$286K Sell
1,729
-158
-8% -$25.8K 0.03% 424
2022
Q3 		$282K Buy
1,887
+302
+19% +$48.5K 0.03% 395
2022
Q2 		$248K Sell
1,585
-55
-3% -$8.81K 0.02% 445
2022
Q1 		$280K Buy
+1,640
New +$259K 0.02% 438

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

NWAM LLC's MRSH Position: Q2 2026 in Review

NWAM LLC reduced its Marsh (MRSH) stake by 6.5% in Q2 2026, selling an estimated $16.2K and leaving 1,384 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #638.

NWAM LLC first reported a position in MRSH in Q1 2022 and has held it in 17 quarters since. The position peaked at $405K in Q3 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • NWAM LLC held 1,384 shares of Marsh worth $231K as of Q2 2026.
  • NWAM LLC sold 97 Marsh shares in Q2 2026, an estimated $16.2K.
  • Marsh made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #638 holding.
  • NWAM LLC first reported a position in Marsh in Q1 2022 and has held it in 17 quarters since.
  • NWAM LLC's Marsh position peaked at $405K in Q3 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.