Q1WB
MRSH

Quest 10 Wealth Builders’s Marsh MRSH Stock Holding History

Quest 10 Wealth Builders’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 		$13.3K Sell
80
-4
-5% -$669 0.01% 401
2026
Q1 		$14.6K Buy
84
+39
+87% +$7.01K 0.01% 393
2025
Q4 		$8.35K Sell
45
-2
-4% -$374 0.01% 432
2025
Q3 		$9.47K Sell
47
-76
-62% -$15.6K 0.01% 383
2025
Q2 		$26.9K Buy
123
+94
+324% +$21.2K 0.03% 249
2025
Q1 		$7.08K Hold
29
– – 0.01% 423
2024
Q4 		$6.16K Buy
+29
New +$6.43K 0.01% 468

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

Quest 10 Wealth Builders's MRSH Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Marsh (MRSH) stake by 4.8% in Q2 2026, selling an estimated $669 and leaving 80 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #401.

Quest 10 Wealth Builders first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.9K in Q2 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Quest 10 Wealth Builders held 80 shares of Marsh worth $13.3K as of Q2 2026.
  • Quest 10 Wealth Builders sold 4 Marsh shares in Q2 2026, an estimated $669.
  • Marsh made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #401 holding.
  • Quest 10 Wealth Builders first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Marsh position peaked at $26.9K in Q2 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.