PFS
MRSH

Prospera Financial Services’s Marsh MRSH Stock Holding History

Prospera Financial Services’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 		$467K Sell
2,797
-589
-17% -$98.5K 0.01% 1076
2026
Q1 		$588K Sell
3,386
-886
-21% -$159K 0.01% 929
2025
Q4 		$793K Sell
4,272
-8,271
-66% -$1.55M 0.01% 768
2025
Q3 		$2.53M Buy
12,543
+4,377
+54% +$900K 0.04% 423
2025
Q2 		$1.79M Buy
8,166
+5,266
+182% +$1.19M 0.03% 492
2025
Q1 		$708K Buy
2,900
+337
+13% +$76.5K 0.02% 664
2024
Q4 		$545K Buy
2,563
+38
+2% +$8.43K 0.01% 718
2024
Q3 		$563K Buy
2,525
+241
+11% +$53.5K 0.01% 683
2024
Q2 		$482K Buy
2,284
+844
+59% +$173K 0.01% 724
2024
Q1 		$297K Buy
1,440
+59
+4% +$11.8K 0.01% 907
2023
Q4 		$262K Sell
1,381
-295
-18% -$57K 0.01% 902
2023
Q3 		$320K Buy
1,676
+279
+20% +$53.5K 0.01% 777
2023
Q2 		$264K Sell
1,397
-74
-5% -$13.1K 0.01% 856
2023
Q1 		$246K Buy
1,471
+23
+2% +$3.83K 0.01% 846
2022
Q4 		$240K Buy
+1,448
New +$237K 0.01% 784
2022
Q3 		– Sell
-1,225
Closed -$191K – 1304
2022
Q2 		$191K Sell
1,225
-159
-11% -$25.5K 0.01% 749
2022
Q1 		$236K Buy
+1,384
New +$218K 0.01% 831
2020
Q4 		– Sell
-668
Closed -$77K – 1213
2020
Q3 		$77K Buy
+668
New +$76.5K 0.03% 487
2019
Q3 		– Sell
-3,215
Closed -$328K – 554
2019
Q2 		$328K Sell
3,215
-2,323
-42% -$222K 0.04% 383
2019
Q1 		$518K Buy
5,538
+1,635
+42% +$145K 0.17% 163
2018
Q4 		$312K Buy
3,903
+248
+7% +$20.7K 0.06% 271
2018
Q3 		$305K Sell
3,655
-1,519
-29% -$129K 0.06% 307
2018
Q2 		$431K Sell
5,174
-45
-0.9% -$3.67K 0.06% 260
2018
Q1 		$428K Sell
5,219
-345
-6% -$28.6K 0.06% 269
2017
Q4 		$458K Hold
5,564
– – 0.07% 233
2017
Q3 		$463K Buy
5,564
+326
+6% +$25.8K 0.07% 253
2017
Q2 		$407K Buy
+5,238
New +$396K 0.07% 251

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

Prospera Financial Services's MRSH Position: Q2 2026 in Review

Prospera Financial Services reduced its Marsh (MRSH) stake by 17% in Q2 2026, selling an estimated $98.5K and leaving 2,797 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #1076.

Prospera Financial Services first reported a position in MRSH in Q2 2017 and has held it in 27 quarters since. The position peaked at $2.53M in Q3 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Prospera Financial Services held 2,797 shares of Marsh worth $467K as of Q2 2026.
  • Prospera Financial Services sold 589 Marsh shares in Q2 2026, an estimated $98.5K.
  • Marsh made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1076 holding.
  • Prospera Financial Services first reported a position in Marsh in Q2 2017 and has held it in 27 quarters since.
  • Prospera Financial Services's Marsh position peaked at $2.53M in Q3 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.