OWA
MRSH

Outlook Wealth Advisors’s Marsh MRSH Stock Holding History

Outlook 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 		$227K Buy
1,359
+10
+0.7% +$1.67K 0.05% 289
2026
Q1 		$234K Buy
1,349
+10
+0.7% +$1.8K 0.06% 291
2025
Q4 		$248K Buy
1,339
+24
+2% +$4.49K 0.06% 274
2025
Q3 		$265K Buy
+1,315
New +$270K 0.07% 256
2024
Q4 		– Sell
-1,718
Closed -$383K – 267
2024
Q3 		$383K Buy
1,718
+94
+6% +$20.9K 0.11% 171
2024
Q2 		$342K Buy
+1,624
New +$334K 0.11% 190

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

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

Outlook Wealth Advisors increased its Marsh (MRSH) stake by 0.74% in Q2 2026, buying an estimated $1.67K and bringing the position to 1,359 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #289.

Outlook Wealth Advisors first reported a position in MRSH in Q2 2024 and has held it in 6 quarters since. The position peaked at $383K in Q3 2024. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Outlook Wealth Advisors held 1,359 shares of Marsh worth $227K as of Q2 2026.
  • Outlook Wealth Advisors bought 10 Marsh shares in Q2 2026, an estimated $1.67K.
  • Marsh made up 0.05% of Outlook Wealth Advisors's portfolio in Q2 2026, its #289 holding.
  • Outlook Wealth Advisors first reported a position in Marsh in Q2 2024 and has held it in 6 quarters since.
  • Outlook Wealth Advisors's Marsh position peaked at $383K in Q3 2024.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.