OWP
MRSH

ORG Wealth Partners’s Marsh MRSH Stock Holding History

ORG Wealth Partners’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 		$6.67K Sell
40
-919
-96% -$154K ﹤0.01% 563
2026
Q1 		$166K Hold
959
– – 0.03% 249
2025
Q4 		$178K Sell
959
-450
-32% -$84.1K 0.04% 217
2025
Q3 		$284K Buy
1,409
+40
+3% +$8.23K 0.06% 170
2025
Q2 		$298K Hold
1,369
– – 0.07% 150
2025
Q1 		$334K Buy
+1,369
New +$311K 0.1% 150
2024
Q4 		– Sell
-65
Closed -$14.5K – 526
2024
Q3 		$14.5K Buy
+65
New +$14.4K ﹤0.01% 351

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

ORG Wealth Partners's MRSH Position: Q2 2026 in Review

ORG Wealth Partners reduced its Marsh (MRSH) stake by 96% in Q2 2026, selling an estimated $154K and leaving 40 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

ORG Wealth Partners first reported a position in MRSH in Q3 2024 and has held it in 7 quarters since. The position peaked at $334K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • ORG Wealth Partners held 40 shares of Marsh worth $6.67K as of Q2 2026.
  • ORG Wealth Partners sold 919 Marsh shares in Q2 2026, an estimated $154K.
  • Marsh made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #563 holding.
  • ORG Wealth Partners first reported a position in Marsh in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's Marsh position peaked at $334K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.