Talisman Wealth Advisors’s Marsh MRSH Stock Holding History

Talisman Wealth Advisors’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	$324K	Sell	1,870 -51	-3%	-$9.17K	0.26%	72
2025 Q4	$356K	Sell	1,921 -127	-6%	-$23.7K	0.28%	70
2025 Q3	$413K	Hold	2,048	–	–	0.34%	65
2025 Q2	$448K	Sell	2,048 -50	-2%	-$11.3K	0.41%	61
2025 Q1	$512K	Sell	2,098 -96	-4%	-$21.8K	0.53%	53
2024 Q4	$466K	Sell	2,194 -40	-2%	-$8.87K	0.49%	52
2024 Q3	$500K	Sell	2,234 -30	-1%	-$6.66K	0.53%	51
2024 Q2	$477K	Sell	2,264 -1	-0%	-$205	0.55%	49
2024 Q1	$467K	Sell	2,265 -19	-0.8%	-$3.79K	0.59%	48
2023 Q4	$433K	Hold	2,284	–	–	0.64%	44
2023 Q3	$435K	Sell	2,284 -7	-0.3%	-$1.34K	0.75%	43
2023 Q2	$431K	Hold	2,291	–	–	0.74%	43
2023 Q1	$381K	Buy	2,291 +481	+27%	+$80.1K	0.69%	46
2022 Q4	$300K	Buy	+1,810	New	+$296K	0.64%	51

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Talisman Wealth Advisors's MRSH Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its Marsh (MRSH) stake by 2.7% in Q1 2026, selling an estimated $9.17K and leaving 1,870 shares worth $324K. The position accounts for 0.26% of the portfolio, ranked #72.

Talisman Wealth Advisors first reported a position in MRSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $512K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Talisman Wealth Advisors held 1,870 shares of Marsh worth $324K as of Q1 2026.
Talisman Wealth Advisors sold 51 Marsh shares in Q1 2026, an estimated $9.17K.
Marsh made up 0.26% of Talisman Wealth Advisors's portfolio in Q1 2026, its #72 holding.
Talisman Wealth Advisors first reported a position in Marsh in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors'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 Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.