Spectrum Wealth Advisory Group’s Marsh MRSH Stock Holding History

Spectrum Wealth Advisory Group’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	$124K	Buy	+746	New	+$125K	0.04%	92
2025 Q4	–	Sell	-2,457	Closed	-$495K	–	64
2025 Q3	$495K	Sell	2,457 -1	-0%	-$206	0.2%	41
2025 Q2	$537K	Buy	2,458 +1	+0%	+$226	0.25%	35
2025 Q1	$600K	Hold	2,457	–	–	0.29%	28
2024 Q4	$522K	Buy	+2,457	New	+$545K	0.25%	31

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Spectrum Wealth Advisory Group's MRSH Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Marsh (MRSH) in Q2 2026: 746 shares worth $124K. The stake represents 0.04% of the portfolio and ranks #92 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in MRSH as recently as Q3 2025.

Spectrum Wealth Advisory Group first reported a position in MRSH in Q4 2024 and has held it in 5 quarters since. The position peaked at $600K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Spectrum Wealth Advisory Group held 746 shares of Marsh worth $124K as of Q2 2026.
Marsh was a new Spectrum Wealth Advisory Group position in Q2 2026.
Marsh made up 0.04% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #92 holding.
Spectrum Wealth Advisory Group first reported a position in Marsh in Q4 2024 and has held it in 5 quarters since.
Spectrum Wealth Advisory Group's Marsh position peaked at $600K in Q1 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.