TWP
MRSH

Triad Wealth Partners’s Marsh MRSH Stock Holding History

Triad Wealth Partners’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 		$251K Buy
+1,304
New +$218K 0.01% 483
2024
Q3 		– Sell
-865
Closed -$182K – 571
2024
Q2 		$182K Buy
+865
New +$178K 0.1% 101

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

Triad Wealth Partners's MRSH Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Marsh (MRSH) in Q2 2026: 1,304 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in MRSH as recently as Q2 2024.

Triad Wealth Partners first reported a position in MRSH in Q2 2024 and has held it in 2 quarters since. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Triad Wealth Partners held 1,304 shares of Marsh worth $251K as of Q2 2026.
  • Marsh was a new Triad Wealth Partners position in Q2 2026.
  • Marsh made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #483 holding.
  • Triad Wealth Partners first reported a position in Marsh in Q2 2024 and has held it in 2 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.