SWM
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SHP Wealth Management’s Marsh MRSH Stock Holding History

SHP 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 		$286K Buy
1,714
+1,514
+757% +$253K 0.02% 240
2026
Q1 		$34.8K Buy
200
+62
+45% +$11.1K ﹤0.01% 578
2025
Q4 		$25.7K Buy
+138
New +$25.8K ﹤0.01% 628

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Marsh (MRSH) stake by 757% in Q2 2026, buying an estimated $253K and bringing the position to 1,714 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #240.

SHP Wealth Management first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • SHP Wealth Management held 1,714 shares of Marsh worth $286K as of Q2 2026.
  • SHP Wealth Management bought 1,514 Marsh shares in Q2 2026, an estimated $253K.
  • Marsh made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #240 holding.
  • SHP Wealth Management first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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