TPCW
MRSH

TD Private Client Wealth’s Marsh MRSH Stock Holding History

TD Private Client Wealth’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 		$1.16M Buy
6,981
+563
+9% +$94.1K 0.02% 341
2026
Q1 		$1.11M Buy
6,418
+1,168
+22% +$210K 0.02% 348
2025
Q4 		$974K Sell
5,250
-2,418
-32% -$452K 0.02% 369
2025
Q3 		$1.55M Buy
7,668
+979
+15% +$201K 0.03% 287
2025
Q2 		$1.46M Sell
6,689
-2,064
-24% -$466K 0.04% 290
2025
Q1 		$2.14M Buy
8,753
+134
+2% +$30.4K 0.06% 213
2024
Q4 		$1.83M Buy
8,619
+340
+4% +$75.4K 0.05% 243
2024
Q3 		$1.85M Buy
8,279
+92
+1% +$20.4K 0.05% 256
2024
Q2 		$1.73M Sell
8,187
-58
-0.7% -$11.9K 0.05% 259
2024
Q1 		$1.7M Buy
8,245
+730
+10% +$145K 0.06% 265
2023
Q4 		$1.42M Sell
7,515
-134
-2% -$25.9K 0.05% 279
2023
Q3 		$1.46M Sell
7,649
-421
-5% -$80.7K 0.06% 260
2023
Q2 		$1.52M Sell
8,070
-69
-0.8% -$12.2K 0.07% 264
2023
Q1 		$1.36M Buy
8,139
+523
+7% +$87.1K 0.06% 278
2022
Q4 		$1.26M Buy
7,616
+429
+6% +$70.1K 0.06% 285
2022
Q3 		$1.08M Sell
7,187
-16
-0.2% -$2.57K 0.06% 292
2022
Q2 		$1.12M Buy
7,203
+419
+6% +$67.1K 0.05% 299
2022
Q1 		$1.16M Buy
6,784
+845
+14% +$133K 0.05% 319
2021
Q4 		$1.03M Buy
5,939
+34
+0.6% +$5.65K 0.04% 335
2021
Q3 		$894K Buy
5,905
+196
+3% +$29.6K 0.04% 336
2021
Q2 		$803K Buy
5,709
+1,833
+47% +$246K 0.03% 354
2021
Q1 		$472K Sell
3,876
-2,742
-41% -$316K 0.02% 400
2020
Q4 		$774K Sell
6,618
-2,919
-31% -$332K 0.04% 326
2020
Q3 		$1.09M Buy
9,537
+939
+11% +$108K 0.06% 278
2020
Q2 		$923K Buy
8,598
+935
+12% +$94.6K 0.05% 294
2020
Q1 		$663K Buy
7,663
+2,747
+56% +$293K 0.05% 289
2019
Q4 		$548K Buy
+4,916
New +$514K 0.03% 339

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

TD Private Client Wealth's MRSH Position: Q2 2026 in Review

TD Private Client Wealth increased its Marsh (MRSH) stake by 8.8% in Q2 2026, buying an estimated $94.1K and bringing the position to 6,981 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #341.

TD Private Client Wealth first reported a position in MRSH in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.14M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • TD Private Client Wealth held 6,981 shares of Marsh worth $1.16M as of Q2 2026.
  • TD Private Client Wealth bought 563 Marsh shares in Q2 2026, an estimated $94.1K.
  • Marsh made up 0.02% of TD Private Client Wealth's portfolio in Q2 2026, its #341 holding.
  • TD Private Client Wealth first reported a position in Marsh in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Marsh position peaked at $2.14M in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.