SHWM
MRSH

Smith & Howard Wealth Management’s Marsh MRSH Stock Holding History

Smith & Howard 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
Q1 		$364K Hold
2,100
– – 0.08% 57
2025
Q4 		$390K Hold
2,100
– – 0.09% 56
2025
Q3 		$423K Hold
2,100
– – 0.1% 53
2025
Q2 		$459K Hold
2,100
– – 0.12% 49
2025
Q1 		$512K Hold
2,100
– – 0.14% 47
2024
Q4 		$446K Hold
2,100
– – 0.13% 51
2024
Q3 		$468K Hold
2,100
– – 0.13% 53
2024
Q2 		$443K Hold
2,100
– – 0.13% 53
2024
Q1 		$433K Hold
2,100
– – 0.13% 52
2023
Q4 		$398K Hold
2,100
– – 0.14% 48
2023
Q3 		$400K Sell
2,100
-90
-4% -$17.2K 0.14% 51
2023
Q2 		$412K Hold
2,190
– – 0.15% 49
2023
Q1 		$365K Hold
2,190
– – 0.13% 49
2022
Q4 		$362K Hold
2,190
– – 0.14% 49
2022
Q3 		$327K Hold
2,190
– – 0.14% 51
2022
Q2 		$340K Hold
2,190
– – 0.14% 53
2022
Q1 		$373K Hold
2,190
– – 0.16% 48
2021
Q4 		$381K Hold
2,190
– – 0.17% 49
2021
Q3 		$332K Hold
2,190
– – 0.16% 52
2021
Q2 		$308K Hold
2,190
– – 0.15% 53
2021
Q1 		$267K Hold
2,190
– – 0.13% 49
2020
Q4 		$256K Hold
2,190
– – 0.14% 52
2020
Q3 		$251K Hold
2,190
– – 0.15% 56
2020
Q2 		$235K Buy
+2,190
New +$222K 0.15% 59
2020
Q1 		– Sell
-2,190
Closed -$244K – 82
2019
Q4 		$244K Hold
2,190
– – 0.08% 74
2019
Q3 		$219K Buy
+2,190
New +$219K 0.09% 67

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Smith & Howard Wealth Management's MRSH Position: Q1 2026 in Review

Smith & Howard Wealth Management held its Marsh (MRSH) position steady in Q1 2026 at 2,100 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #57.

Smith & Howard Wealth Management first reported a position in MRSH in Q3 2019 and has held it in 26 quarters since. The position peaked at $512K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Smith & Howard Wealth Management held 2,100 shares of Marsh worth $364K as of Q1 2026.
  • Smith & Howard Wealth Management left its Marsh share count unchanged in Q1 2026.
  • Marsh made up 0.08% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Smith & Howard Wealth Management first reported a position in Marsh in Q3 2019 and has held it in 26 quarters since.
  • Smith & Howard Wealth Management's Marsh position peaked at $512K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.