PWM
MRSH

Palumbo Wealth Management’s Marsh MRSH Stock Holding History

Palumbo Wealth Management’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
-1,183
Closed -$205K – 243
2026
Q1 		$205K Buy
1,183
+19
+2% +$3.42K 0.05% 206
2025
Q4 		$216K Buy
+1,164
New +$218K 0.05% 199
2025
Q3 		– Sell
-934
Closed -$204K – 206
2025
Q2 		$204K Sell
934
-19
-2% -$4.29K 0.06% 183
2025
Q1 		$233K Buy
+953
New +$216K 0.08% 155

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

Palumbo Wealth Management's MRSH Position: Q2 2026 in Review

Palumbo Wealth Management sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,183 shares — an estimated $205K sold.

Palumbo Wealth Management first reported a position in MRSH in Q1 2025 and held it in 4 quarters. The position peaked at $233K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Palumbo Wealth Management reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Palumbo Wealth Management sold 1,183 Marsh shares in Q2 2026, an estimated $205K.
  • Palumbo Wealth Management first reported a position in Marsh in Q1 2025 and held it in 4 quarters.
  • Palumbo Wealth Management's Marsh position peaked at $233K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.