RWM
MRSH

Rialto Wealth Management’s Marsh MRSH Stock Holding History

Rialto 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 		$42.3K Buy
254
+26
+11% +$4.35K 0.01% 339
2026
Q1 		$39.5K Buy
228
+5
+2% +$899 0.01% 306
2025
Q4 		$41.4K Buy
223
+212
+1,927% +$39.6K 0.01% 295
2025
Q3 		$2.22K Buy
11
+6
+120% +$1.23K ﹤0.01% 639
2025
Q2 		$1.09K Buy
5
+3
+150% +$677 ﹤0.01% 820
2025
Q1 		$489 Buy
+2
New +$454 ﹤0.01% 877

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

Rialto Wealth Management's MRSH Position: Q2 2026 in Review

Rialto Wealth Management increased its Marsh (MRSH) stake by 11% in Q2 2026, buying an estimated $4.35K and bringing the position to 254 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #339.

Rialto Wealth Management first reported a position in MRSH in Q1 2025 and has held it in 6 quarters since. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Rialto Wealth Management held 254 shares of Marsh worth $42.3K as of Q2 2026.
  • Rialto Wealth Management bought 26 Marsh shares in Q2 2026, an estimated $4.35K.
  • Marsh made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Rialto Wealth Management first reported a position in Marsh in Q1 2025 and has held it in 6 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.