RWP
MRSH

RWA Wealth Partners’s Marsh MRSH Stock Holding History

RWA 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 		$950K Buy
5,699
+21
+0.4% +$3.51K 0.01% 359
2026
Q1 		$985K Sell
5,678
-1,042
-16% -$187K 0.01% 349
2025
Q4 		$1.25M Sell
6,720
-166
-2% -$31K 0.01% 322
2025
Q3 		$1.39M Sell
6,886
-1,285
-16% -$264K 0.02% 305
2025
Q2 		$1.79M Buy
8,171
+284
+4% +$64.1K 0.02% 260
2025
Q1 		$1.92M Buy
7,887
+4
+0.1% +$908 0.02% 252
2024
Q4 		$1.67M Buy
7,883
+16
+0.2% +$3.55K 0.02% 267
2024
Q3 		$1.76M Buy
7,867
+257
+3% +$57K 0.02% 260
2024
Q2 		$1.6M Sell
7,610
-49
-0.6% -$10.1K 0.02% 254
2024
Q1 		$1.58M Sell
7,659
-202
-3% -$40.3K 0.02% 260
2023
Q4 		$1.49M Buy
7,861
+4,760
+153% +$920K 0.02% 252
2023
Q3 		$590K Buy
3,101
+22
+0.7% +$4.22K 0.01% 241
2023
Q2 		$579K Buy
+3,079
New +$546K 0.01% 216
2018
Q3 		– Sell
-646
Closed -$53K – 527
2018
Q2 		$53K Sell
646
-1,518
-70% -$124K 0.01% 395
2018
Q1 		$179K Sell
2,164
-8,039
-79% -$666K 0.02% 204
2017
Q4 		$830K Buy
10,203
+5
+0% +$416 0.09% 127
2017
Q3 		$855K Buy
10,198
+30
+0.3% +$2.38K 0.1% 121
2017
Q2 		$793K Hold
10,168
– – 0.1% 108
2017
Q1 		$751K Buy
+10,168
New +$727K 0.1% 107

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

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

RWA Wealth Partners increased its Marsh (MRSH) stake by 0.37% in Q2 2026, buying an estimated $3.51K and bringing the position to 5,699 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #359.

RWA Wealth Partners first reported a position in MRSH in Q1 2017 and has held it in 19 quarters since. The position peaked at $1.92M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • RWA Wealth Partners held 5,699 shares of Marsh worth $950K as of Q2 2026.
  • RWA Wealth Partners bought 21 Marsh shares in Q2 2026, an estimated $3.51K.
  • Marsh made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #359 holding.
  • RWA Wealth Partners first reported a position in Marsh in Q1 2017 and has held it in 19 quarters since.
  • RWA Wealth Partners's Marsh position peaked at $1.92M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.