TW
MRSH

TritonPoint Wealth’s Marsh MRSH Stock Holding History

TritonPoint 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 		$214K Buy
+1,283
New +$214K 0.02% 274
2025
Q4 		– Sell
-1,647
Closed -$332K – 322
2025
Q3 		$332K Sell
1,647
-84
-5% -$17.3K 0.03% 279
2025
Q2 		$379K Sell
1,731
-29
-2% -$6.55K 0.04% 250
2025
Q1 		$429K Buy
1,760
+84
+5% +$19.1K 0.04% 230
2024
Q4 		$356K Buy
+1,676
New +$372K 0.03% 247

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

TritonPoint Wealth's MRSH Position: Q2 2026 in Review

TritonPoint Wealth opened a new position in Marsh (MRSH) in Q2 2026: 1,283 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings. This is a return to the name: TritonPoint Wealth previously reported a position in MRSH as recently as Q3 2025.

TritonPoint Wealth first reported a position in MRSH in Q4 2024 and has held it in 5 quarters since. The position peaked at $429K in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • TritonPoint Wealth held 1,283 shares of Marsh worth $214K as of Q2 2026.
  • Marsh was a new TritonPoint Wealth position in Q2 2026.
  • Marsh made up 0.02% of TritonPoint Wealth's portfolio in Q2 2026, its #274 holding.
  • TritonPoint Wealth first reported a position in Marsh in Q4 2024 and has held it in 5 quarters since.
  • TritonPoint Wealth's Marsh position peaked at $429K in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.