RWM
MRSH

Ritholtz Wealth Management’s Marsh MRSH Stock Holding History

Ritholtz 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 		$1.71M Sell
10,253
-297
-3% -$49.6K 0.03% 462
2026
Q1 		$1.83M Buy
10,550
+707
+7% +$127K 0.03% 395
2025
Q4 		$1.83M Sell
9,843
-513
-5% -$95.9K 0.03% 371
2025
Q3 		$2.09M Sell
10,356
-278
-3% -$57.2K 0.04% 319
2025
Q2 		$2.33M Buy
10,634
+329
+3% +$74.3K 0.05% 254
2025
Q1 		$2.51M Buy
10,305
+1,141
+12% +$259K 0.08% 197
2024
Q4 		$1.95M Sell
9,164
-90
-1% -$20K 0.06% 237
2024
Q3 		$2.06M Buy
9,254
+301
+3% +$66.8K 0.06% 225
2024
Q2 		$1.89M Buy
8,953
+51
+0.6% +$10.5K 0.06% 212
2024
Q1 		$1.83M Buy
8,902
+588
+7% +$117K 0.06% 214
2023
Q4 		$1.58M Sell
8,314
-2,949
-26% -$570K 0.06% 212
2023
Q3 		$2.14M Buy
11,263
+4,337
+63% +$831K 0.1% 129
2023
Q2 		$1.3M Buy
6,926
+519
+8% +$92.1K 0.06% 213
2023
Q1 		$1.07M Sell
6,407
-14,978
-70% -$2.5M 0.05% 249
2022
Q4 		$3.54M Buy
21,385
+2,831
+15% +$463K 0.2% 75
2022
Q3 		$2.77M Buy
18,554
+14,857
+402% +$2.38M 0.15% 91
2022
Q2 		$574K Buy
3,697
+1,435
+63% +$230K 0.04% 286
2022
Q1 		$385K Buy
2,262
+840
+59% +$132K 0.03% 364
2021
Q4 		$247K Buy
+1,422
New +$236K 0.02% 455

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

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

Ritholtz Wealth Management reduced its Marsh (MRSH) stake by 2.8% in Q2 2026, selling an estimated $49.6K and leaving 10,253 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #462.

Ritholtz Wealth Management first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.54M in Q4 2022. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Ritholtz Wealth Management held 10,253 shares of Marsh worth $1.71M as of Q2 2026.
  • Ritholtz Wealth Management sold 297 Marsh shares in Q2 2026, an estimated $49.6K.
  • Marsh made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #462 holding.
  • Ritholtz Wealth Management first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • Ritholtz Wealth Management's Marsh position peaked at $3.54M in Q4 2022.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.