TWD
MRSH

True Wealth Design’s Marsh MRSH Stock Holding History

True Wealth Design’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 		$105K Sell
632
-941
-60% -$157K 0.03% 246
2026
Q1 		$273K Buy
1,573
+1,260
+403% +$227K 0.08% 65
2025
Q4 		$58.1K Sell
313
-184
-37% -$34.4K 0.02% 299
2025
Q3 		$100K Buy
497
+460
+1,243% +$94.6K 0.03% 166
2025
Q2 		$8.13K Sell
37
-5
-12% -$1.13K ﹤0.01% 649
2025
Q1 		$10.3K Buy
42
+17
+68% +$3.86K ﹤0.01% 464
2024
Q4 		$5.35K Sell
25
-40
-62% -$8.87K ﹤0.01% 524
2024
Q3 		$14.5K Sell
65
-20
-24% -$4.44K 0.01% 371
2024
Q2 		$17.9K Hold
85
– – ﹤0.01% 219
2024
Q1 		$17.5K Hold
85
– – ﹤0.01% 219
2023
Q4 		$16.1K Sell
85
-703
-89% -$136K ﹤0.01% 215
2023
Q3 		$150K Hold
788
– – 0.05% 119
2023
Q2 		$148K Sell
788
-15
-2% -$2.66K 0.05% 118
2023
Q1 		$134K Buy
803
+15
+2% +$2.5K 0.06% 124
2022
Q4 		$130K Buy
+788
New +$129K 0.06% 115

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

True Wealth Design's MRSH Position: Q2 2026 in Review

True Wealth Design reduced its Marsh (MRSH) stake by 60% in Q2 2026, selling an estimated $157K and leaving 632 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #246.

True Wealth Design first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $273K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • True Wealth Design held 632 shares of Marsh worth $105K as of Q2 2026.
  • True Wealth Design sold 941 Marsh shares in Q2 2026, an estimated $157K.
  • Marsh made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #246 holding.
  • True Wealth Design first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Marsh position peaked at $273K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.