PWMG
MRSH

Prestige Wealth Management Group’s Marsh MRSH Stock Holding History

Prestige Wealth Management 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 		$28.2K Sell
169
-1,220
-88% -$204K 0.01% 321
2026
Q1 		$241K Sell
1,389
-14
-1% -$2.52K 0.05% 154
2025
Q4 		$260K Sell
1,403
-100
-7% -$18.7K 0.05% 146
2025
Q3 		$303K Buy
1,503
+17
+1% +$3.5K 0.06% 146
2025
Q2 		$325K Buy
1,486
+24
+2% +$5.42K 0.07% 138
2025
Q1 		$357K Buy
1,462
+20
+1% +$4.54K 0.08% 123
2024
Q4 		$306K Buy
1,442
+73
+5% +$16.2K 0.06% 137
2024
Q3 		$305K Sell
1,369
-1,244
-48% -$276K 0.06% 136
2024
Q2 		$551K Buy
2,613
+1,103
+73% +$227K 0.12% 80
2024
Q1 		$311K Sell
1,510
-1,541
-51% -$307K 0.07% 125
2023
Q4 		$578K Buy
3,051
+361
+13% +$69.8K 0.13% 76
2023
Q3 		$512K Buy
2,690
+1,302
+94% +$250K 0.13% 78
2023
Q2 		$261K Sell
1,388
-255
-16% -$45.3K 0.06% 130
2023
Q1 		$274K Buy
1,643
+117
+8% +$19.5K 0.07% 131
2022
Q4 		$253K Buy
1,526
+90
+6% +$14.7K 0.07% 122
2022
Q3 		$215K Buy
1,436
+180
+14% +$28.9K 0.06% 131
2022
Q2 		$195K Buy
1,256
+335
+36% +$53.7K 0.05% 135
2022
Q1 		$157K Buy
921
+68
+8% +$10.7K 0.04% 159
2021
Q4 		$148K Buy
853
+58
+7% +$9.63K 0.04% 166
2021
Q3 		$121K Buy
795
+150
+23% +$22.7K 0.03% 174
2021
Q2 		$91K Buy
645
+461
+251% +$61.8K 0.02% 191
2021
Q1 		$22K Hold
184
– – 0.01% 346
2020
Q4 		$22K Sell
184
-111
-38% -$12.6K 0.01% 341
2020
Q3 		$34K Hold
295
– – 0.01% 294
2020
Q2 		$32K Buy
295
+38
+15% +$3.85K 0.01% 274
2020
Q1 		$22K Buy
+257
New +$27.4K 0.01% 267
2019
Q1 		– Sell
-85
Closed -$7K – 887
2018
Q4 		$7K Buy
+85
New +$7.09K 0.01% 514

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

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

Prestige Wealth Management Group reduced its Marsh (MRSH) stake by 88% in Q2 2026, selling an estimated $204K and leaving 169 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #321.

Prestige Wealth Management Group first reported a position in MRSH in Q4 2018 and has held it in 27 quarters since. The position peaked at $578K in Q4 2023. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Prestige Wealth Management Group held 169 shares of Marsh worth $28.2K as of Q2 2026.
  • Prestige Wealth Management Group sold 1,220 Marsh shares in Q2 2026, an estimated $204K.
  • Marsh made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #321 holding.
  • Prestige Wealth Management Group first reported a position in Marsh in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Marsh position peaked at $578K in Q4 2023.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.