PWA
MRSH

Principia Wealth Advisory’s Marsh MRSH Stock Holding History

Principia Wealth Advisory’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 		$6.5K Buy
39
+13
+50% +$2.17K ﹤0.01% 308
2026
Q1 		$4.51K Sell
26
-3
-10% -$539 ﹤0.01% 319
2025
Q4 		$5.38K Buy
29
+11
+61% +$2.06K ﹤0.01% 262
2025
Q3 		$3.63K Sell
18
-25
-58% -$5.14K ﹤0.01% 327
2025
Q2 		$9.4K Buy
43
+23
+115% +$5.19K 0.01% 170
2025
Q1 		$4.59K Buy
20
+5
+33% +$1.13K ﹤0.01% 187
2024
Q4 		$3.19K Buy
+15
New +$3.33K ﹤0.01% 188

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

Principia Wealth Advisory's MRSH Position: Q2 2026 in Review

Principia Wealth Advisory increased its Marsh (MRSH) stake by 50% in Q2 2026, buying an estimated $2.17K and bringing the position to 39 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Principia Wealth Advisory first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.4K in Q2 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Principia Wealth Advisory held 39 shares of Marsh worth $6.5K as of Q2 2026.
  • Principia Wealth Advisory bought 13 Marsh shares in Q2 2026, an estimated $2.17K.
  • Marsh made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #308 holding.
  • Principia Wealth Advisory first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Marsh position peaked at $9.4K in Q2 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.