OWA
MRSH

Opal Wealth Advisors’s Marsh MRSH Stock Holding History

Opal Wealth Advisors’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 		$215K Buy
1,239
+5
+0.4% +$899 0.05% 195
2025
Q4 		$229K Buy
+1,234
New +$231K 0.06% 184
2025
Q3 		– Sell
-694
Closed -$152K – 407
2025
Q2 		$152K Sell
694
-73
-10% -$16.5K 0.04% 222
2025
Q1 		$187K Buy
+767
New +$174K 0.06% 191
2024
Q3 		– Sell
-698
Closed -$147K – 798
2024
Q2 		$147K Buy
+698
New +$143K 0.05% 220

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

Opal Wealth Advisors's MRSH Position: Q1 2026 in Review

Opal Wealth Advisors increased its Marsh (MRSH) stake by 0.41% in Q1 2026, buying an estimated $899 and bringing the position to 1,239 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #195.

Opal Wealth Advisors first reported a position in MRSH in Q2 2024 and has held it in 5 quarters since. The position peaked at $229K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Opal Wealth Advisors held 1,239 shares of Marsh worth $215K as of Q1 2026.
  • Opal Wealth Advisors bought 5 Marsh shares in Q1 2026, an estimated $899.
  • Marsh made up 0.05% of Opal Wealth Advisors's portfolio in Q1 2026, its #195 holding.
  • Opal Wealth Advisors first reported a position in Marsh in Q2 2024 and has held it in 5 quarters since.
  • Opal Wealth Advisors's Marsh position peaked at $229K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.