PWMAG
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Pinnacle Wealth Management Advisory Group’s Marsh MRSH Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$805K Sell
4,827
-3,774
-44% -$631K 0.05% 210
2026
Q1 		$1.49M Buy
8,601
+2,700
+46% +$485K 0.1% 140
2025
Q4 		$1.09M Buy
5,901
+986
+20% +$184K 0.08% 162
2025
Q3 		$991K Buy
4,915
+298
+6% +$61.3K 0.07% 154
2025
Q2 		$1.01M Buy
4,617
+100
+2% +$22.6K 0.08% 146
2025
Q1 		$1.1M Buy
4,517
+47
+1% +$10.7K 0.1% 130
2024
Q4 		$950K Buy
4,470
+25
+0.6% +$5.55K 0.09% 143
2024
Q3 		$992K Sell
4,445
-193
-4% -$42.8K 0.09% 135
2024
Q2 		$977K Sell
4,638
-222
-5% -$45.6K 0.1% 133
2024
Q1 		$1M Buy
4,860
+89
+2% +$17.7K 0.11% 129
2023
Q4 		$904K Hold
4,771
– – 0.11% 132
2023
Q3 		$908K Buy
4,771
+9
+0.2% +$1.73K 0.12% 118
2023
Q2 		$896K Buy
4,762
+152
+3% +$27K 0.11% 124
2023
Q1 		$768K Buy
4,610
+78
+2% +$13K 0.1% 140
2022
Q4 		$750K Buy
4,532
+35
+0.8% +$5.72K 0.11% 132
2022
Q3 		$671K Buy
4,497
+1,069
+31% +$172K 0.11% 127
2022
Q2 		$532K Buy
3,428
+349
+11% +$55.9K 0.09% 165
2022
Q1 		$525K Hold
3,079
– – 0.08% 176
2021
Q4 		$535K Buy
+3,079
New +$511K 0.09% 170

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 $3.38T AUM 44.17% 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

Pinnacle Wealth Management Advisory Group's MRSH Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Marsh (MRSH) stake by 44% in Q2 2026, selling an estimated $631K and leaving 4,827 shares worth $805K. The position accounts for 0.05% of the portfolio, ranked #210.

Pinnacle Wealth Management Advisory Group first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q1 2026. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 4,827 shares of Marsh worth $805K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 3,774 Marsh shares in Q2 2026, an estimated $631K.
  • Marsh made up 0.05% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #210 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • Pinnacle Wealth Management Advisory Group's Marsh position peaked at $1.49M in Q1 2026.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.