PW
MRSH

PUREfi Wealth’s Marsh MRSH Stock Holding History

PUREfi Wealth’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 		$221K Buy
1,328
+3
+0.2% +$501 0.12% 195
2026
Q1 		$230K Sell
1,325
-2,054
-61% -$369K 0.15% 167
2025
Q4 		$627K Sell
3,379
-776
-19% -$145K 0.48% 56
2025
Q3 		$837K Buy
4,155
+249
+6% +$51.2K 0.64% 45
2025
Q2 		$854K Buy
3,906
+582
+18% +$131K 0.68% 39
2025
Q1 		$811K Buy
3,324
+1,726
+108% +$392K 0.81% 27
2024
Q4 		$339K Buy
+1,598
New +$355K 0.33% 84

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

PUREfi Wealth's MRSH Position: Q2 2026 in Review

PUREfi Wealth increased its Marsh (MRSH) stake by 0.23% in Q2 2026, buying an estimated $501 and bringing the position to 1,328 shares worth $221K. The position accounts for 0.12% of the portfolio, ranked #195.

PUREfi Wealth first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $854K in Q2 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • PUREfi Wealth held 1,328 shares of Marsh worth $221K as of Q2 2026.
  • PUREfi Wealth bought 3 Marsh shares in Q2 2026, an estimated $501.
  • Marsh made up 0.12% of PUREfi Wealth's portfolio in Q2 2026, its #195 holding.
  • PUREfi Wealth first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • PUREfi Wealth's Marsh position peaked at $854K in Q2 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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