QWP
MRSH

Quotient Wealth Partners’s Marsh MRSH Stock Holding History

Quotient Wealth Partners’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 		$445K Buy
2,673
+43
+2% +$7.19K 0.01% 231
2026
Q1 		$456K Buy
2,630
+34
+1% +$6.11K 0.01% 209
2025
Q4 		$482K Sell
2,596
-1,167
-31% -$218K 0.01% 199
2025
Q3 		$758K Buy
3,763
+387
+11% +$79.6K 0.02% 142
2025
Q2 		$738K Sell
3,376
-250
-7% -$56.4K 0.02% 144
2025
Q1 		$885K Sell
3,626
-132
-4% -$29.9K 0.03% 116
2024
Q4 		$798K Sell
3,758
-222
-6% -$49.3K 0.03% 124
2024
Q3 		$888K Sell
3,980
-42
-1% -$9.32K 0.03% 119
2024
Q2 		$848K Buy
4,022
+1,804
+81% +$371K 0.03% 118
2024
Q1 		$457K Buy
2,218
+312
+16% +$62.2K 0.02% 182
2023
Q4 		$361K Buy
+1,906
New +$368K 0.01% 207

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

Quotient Wealth Partners's MRSH Position: Q2 2026 in Review

Quotient Wealth Partners increased its Marsh (MRSH) stake by 1.6% in Q2 2026, buying an estimated $7.19K and bringing the position to 2,673 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #231.

Quotient Wealth Partners first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $888K in Q3 2024. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Quotient Wealth Partners held 2,673 shares of Marsh worth $445K as of Q2 2026.
  • Quotient Wealth Partners bought 43 Marsh shares in Q2 2026, an estimated $7.19K.
  • Marsh made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #231 holding.
  • Quotient Wealth Partners first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Marsh position peaked at $888K in Q3 2024.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.