Tradewinds Capital Management’s Marsh MRSH Stock Holding History

Tradewinds Capital 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 Q2	$1.17K	Sell	7 -22	-76%	-$3.68K	﹤0.01%	604
2026 Q1	$5.03K	Hold	29	–	–	﹤0.01%	467
2025 Q4	$5.38K	Hold	29	–	–	﹤0.01%	445
2025 Q3	$5.84K	Buy	29 +22	+314%	+$4.53K	﹤0.01%	422
2025 Q2	$1.53K	Hold	7	–	–	﹤0.01%	495
2025 Q1	$1.71K	Sell	7 -150	-96%	-$34K	﹤0.01%	496
2024 Q4	$33.3K	Hold	157	–	–	0.01%	236
2024 Q3	$35K	Hold	157	–	–	0.01%	213
2024 Q2	$33.1K	Buy	157 +7	+5%	+$1.44K	0.01%	207
2024 Q1	$30.9K	Sell	150 -50	-25%	-$9.96K	0.01%	197
2023 Q4	$37.9K	Hold	200	–	–	0.02%	149
2023 Q3	$38.1K	Hold	200	–	–	0.01%	140
2023 Q2	$37.6K	Hold	200	–	–	0.01%	140
2023 Q1	$33.3K	Buy	200 +165	+471%	+$27.5K	0.01%	144
2022 Q4	$5.79K	Buy	+35	New	+$5.72K	﹤0.01%	261
2021 Q2	–	Sell	-53	Closed	-$6K	–	800
2021 Q1	$6K	Buy	+53	New	+$6.1K	﹤0.01%	520

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

Tradewinds Capital Management's MRSH Position: Q2 2026 in Review

Tradewinds Capital Management reduced its Marsh (MRSH) stake by 76% in Q2 2026, selling an estimated $3.68K and leaving 7 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Tradewinds Capital Management first reported a position in MRSH in Q1 2021 and has held it in 16 quarters since. The position peaked at $38.1K in Q3 2023. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Tradewinds Capital Management held 7 shares of Marsh worth $1.17K as of Q2 2026.
Tradewinds Capital Management sold 22 Marsh shares in Q2 2026, an estimated $3.68K.
Marsh made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #604 holding.
Tradewinds Capital Management first reported a position in Marsh in Q1 2021 and has held it in 16 quarters since.
Tradewinds Capital Management's Marsh position peaked at $38.1K in Q3 2023.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.