Private Wealth Management Group’s Marsh MRSH Stock Holding History

Private 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	$6.33K	Buy	38 +14	+58%	+$2.34K	﹤0.01%	754
2026 Q1	$4.16K	Buy	24 +1	+4%	+$180	﹤0.01%	842
2025 Q4	$4.27K	Sell	23 -86	-79%	-$16.1K	﹤0.01%	834
2025 Q3	$22K	Sell	109 -2	-2%	-$411	0.01%	306
2025 Q2	$24.3K	Sell	111 -2	-2%	-$452	0.01%	262
2025 Q1	$27.6K	Sell	113 -25	-18%	-$5.67K	0.01%	241
2024 Q4	$29.3K	Buy	138 +25	+22%	+$5.55K	0.01%	231
2024 Q3	$25.2K	Sell	113 -2	-2%	-$444	0.01%	246
2024 Q2	$24.2K	Sell	115 -24	-17%	-$4.93K	0.01%	247
2024 Q1	$28.6K	Hold	139	–	–	0.01%	218
2023 Q4	$26.3K	Buy	+139	New	+$26.9K	0.01%	230

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Private Wealth Management Group increased its Marsh (MRSH) stake by 58% in Q2 2026, buying an estimated $2.34K and bringing the position to 38 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Private Wealth Management Group first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.3K in Q4 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Private Wealth Management Group held 38 shares of Marsh worth $6.33K as of Q2 2026.
Private Wealth Management Group bought 14 Marsh shares in Q2 2026, an estimated $2.34K.
Marsh made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #754 holding.
Private Wealth Management Group first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Marsh position peaked at $29.3K in Q4 2024.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.