PWMA
MRSH

Pension & Wealth Management Advisors’s Marsh MRSH Stock Holding History

Pension & Wealth Management 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 		$44K Hold
264
– – 0.01% 337
2026
Q1 		$45.8K Hold
264
– – 0.01% 307
2025
Q4 		$49K Hold
264
– – 0.01% 303
2025
Q3 		$53.2K Hold
264
– – 0.02% 267
2025
Q2 		$57.7K Hold
264
– – 0.02% 257
2025
Q1 		$64.4K Hold
264
– – 0.02% 235
2024
Q4 		$56.1K Hold
264
– – 0.02% 248
2024
Q3 		$58.9K Sell
264
-36
-12% -$7.99K 0.03% 209
2024
Q2 		$63.2K Hold
300
– – 0.04% 187
2024
Q1 		$61.8K Hold
300
– – 0.04% 178
2023
Q4 		$56.8K Hold
300
– – 0.04% 171
2023
Q3 		$57.1K Hold
300
– – 0.04% 157
2023
Q2 		$56.4K Hold
300
– – 0.04% 159
2023
Q1 		$50K Hold
300
– – 0.04% 157
2022
Q4 		$49.6K Buy
+300
New +$49.1K 0.04% 156

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Pension & Wealth Management Advisors's MRSH Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Marsh (MRSH) position steady in Q2 2026 at 264 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #337.

Pension & Wealth Management Advisors first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $64.4K in Q1 2025. 1,420 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Pension & Wealth Management Advisors held 264 shares of Marsh worth $44K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #337 holding.
  • Pension & Wealth Management Advisors first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • Pension & Wealth Management Advisors's Marsh position peaked at $64.4K in Q1 2025.
  • 1,420 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.