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
Q2 		– Sell
-1,239
Closed -$215K – 436
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 $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

Opal Wealth Advisors's MRSH Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,239 shares — an estimated $215K sold.

Opal Wealth Advisors first reported a position in MRSH in Q2 2024 and held it in 5 quarters. The position peaked at $229K in Q4 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,239 Marsh shares in Q2 2026, an estimated $215K.
  • Opal Wealth Advisors first reported a position in Marsh in Q2 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's Marsh position peaked at $229K in Q4 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.