TWA
MRSH

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
Q2 		$294K Sell
1,766
-104
-6% -$17.4K 0.22% 85
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
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

Talisman Wealth Advisors's MRSH Position: Q2 2026 in Review

Talisman Wealth Advisors reduced its Marsh (MRSH) stake by 5.6% in Q2 2026, selling an estimated $17.4K and leaving 1,766 shares worth $294K. The position accounts for 0.22% of the portfolio, ranked #85.

Talisman Wealth Advisors first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $512K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Talisman Wealth Advisors held 1,766 shares of Marsh worth $294K as of Q2 2026.
  • Talisman Wealth Advisors sold 104 Marsh shares in Q2 2026, an estimated $17.4K.
  • Marsh made up 0.22% of Talisman Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Talisman Wealth Advisors first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • Talisman Wealth Advisors's Marsh position peaked at $512K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.