PWAM
MRSH

Private Wealth Asset Management’s Marsh MRSH Stock Holding History

Private Wealth Asset 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 		$327K Sell
1,960
-192
-9% -$32.1K 0.03% 222
2026
Q1 		$373K Buy
2,152
+354
+20% +$63.6K 0.04% 197
2025
Q4 		$334K Hold
1,798
– – 0.04% 210
2025
Q3 		$362K Buy
1,798
+130
+8% +$26.7K 0.04% 187
2025
Q2 		$365K Buy
1,668
+69
+4% +$15.6K 0.05% 185
2025
Q1 		$390K Buy
+1,599
New +$363K 0.06% 169

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

Private Wealth Asset Management's MRSH Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Marsh (MRSH) stake by 8.9% in Q2 2026, selling an estimated $32.1K and leaving 1,960 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #222.

Private Wealth Asset Management first reported a position in MRSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $390K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Private Wealth Asset Management held 1,960 shares of Marsh worth $327K as of Q2 2026.
  • Private Wealth Asset Management sold 192 Marsh shares in Q2 2026, an estimated $32.1K.
  • Marsh made up 0.03% of Private Wealth Asset Management's portfolio in Q2 2026, its #222 holding.
  • Private Wealth Asset Management first reported a position in Marsh in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Marsh position peaked at $390K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.