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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Quadrant Private Wealth Management's MRSH Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its Marsh (MRSH) stake by 0.48% in Q1 2026, buying an estimated $3.96K and bringing the position to 4,645 shares worth $806K. The position accounts for 0.12% of the portfolio, ranked #139.

Quadrant Private Wealth Management first reported a position in MRSH in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.11M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Quadrant Private Wealth Management held 4,645 shares of Marsh worth $806K as of Q1 2026.
Quadrant Private Wealth Management bought 22 Marsh shares in Q1 2026, an estimated $3.96K.
Marsh made up 0.12% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #139 holding.
Quadrant Private Wealth Management first reported a position in Marsh in Q1 2018 and has held it in 17 quarters since.
Quadrant Private Wealth Management's Marsh position peaked at $1.11M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.