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QTR Family Wealth’s Marsh MRSH Stock Holding History

QTR Family 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 		$355K Sell
2,127
-291
-12% -$48.6K 0.12% 183
2026
Q1 		$418K Buy
2,418
+1,021
+73% +$184K 0.17% 137
2025
Q4 		$245K Buy
+1,397
New +$261K 0.11% 221

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 $3.38T AUM 44.17% 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

QTR Family Wealth's MRSH Position: Q2 2026 in Review

QTR Family Wealth reduced its Marsh (MRSH) stake by 12% in Q2 2026, selling an estimated $48.6K and leaving 2,127 shares worth $355K. The position accounts for 0.12% of the portfolio, ranked #183.

QTR Family Wealth first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $418K in Q1 2026. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • QTR Family Wealth held 2,127 shares of Marsh worth $355K as of Q2 2026.
  • QTR Family Wealth sold 291 Marsh shares in Q2 2026, an estimated $48.6K.
  • Marsh made up 0.12% of QTR Family Wealth's portfolio in Q2 2026, its #183 holding.
  • QTR Family Wealth first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • QTR Family Wealth's Marsh position peaked at $418K in Q1 2026.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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