QPWM
MRSH

Quadrant Private Wealth Management’s Marsh MRSH Stock Holding History

Quadrant Private Wealth 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 		– Sell
-4,645
Closed -$806K – 247
2026
Q1 		$806K Buy
4,645
+22
+0.5% +$3.96K 0.12% 139
2025
Q4 		$858K Sell
4,623
-22
-0.5% -$4.11K 0.14% 124
2025
Q3 		$936K Buy
4,645
+89
+2% +$18.3K 0.17% 113
2025
Q2 		$996K Buy
4,556
+19
+0.4% +$4.29K 0.21% 97
2025
Q1 		$1.11M Sell
4,537
-52
-1% -$11.8K 0.28% 89
2024
Q4 		$975K Buy
4,589
+71
+2% +$15.8K 0.24% 90
2024
Q3 		$1.01M Buy
4,518
+17
+0.4% +$3.77K 0.25% 89
2024
Q2 		$949K Buy
4,501
+57
+1% +$11.7K 0.22% 93
2024
Q1 		$915K Buy
4,444
+9
+0.2% +$1.79K 0.23% 94
2023
Q4 		$840K Hold
4,435
– – 0.23% 92
2023
Q3 		$844K Hold
4,435
– – 0.28% 80
2023
Q2 		$834K Hold
4,435
– – 0.24% 95
2023
Q1 		$739K Sell
4,435
-23
-0.5% -$3.83K 0.23% 102
2022
Q4 		$738K Buy
+4,458
New +$729K 0.25% 95
2022
Q2 		$695K Sell
4,476
-35
-0.8% -$5.61K 0.29% 78
2022
Q1 		$769K Buy
+4,511
New +$711K 0.29% 81
2018
Q2 		– Sell
-8,896
Closed -$735K – 100
2018
Q1 		$735K Buy
+8,896
New +$737K 0.96% 28

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

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

Quadrant Private Wealth Management sold out of Marsh (MRSH) in Q2 2026, closing a stake of 4,645 shares — an estimated $806K sold.

Quadrant Private Wealth Management first reported a position in MRSH in Q1 2018 and held it in 17 quarters. The position peaked at $1.11M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 4,645 Marsh shares in Q2 2026, an estimated $806K.
  • Quadrant Private Wealth Management first reported a position in Marsh in Q1 2018 and held it in 17 quarters.
  • Quadrant Private Wealth Management's Marsh position peaked at $1.11M in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.