TPWA
MRSH

Twin Peaks Wealth Advisors’s Marsh MRSH Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-343
Closed -$59.5K – 1423
2026
Q1 		$59.5K Buy
+343
New +$61.7K 0.02% 397
2025
Q3 		– Sell
-330
Closed -$67.5K – 1347
2025
Q2 		$67.5K Buy
+330
New +$74.5K 0.02% 293

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

Twin Peaks Wealth Advisors's MRSH Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 343 shares — an estimated $59.5K sold.

Twin Peaks Wealth Advisors first reported a position in MRSH in Q2 2025 and held it in 2 quarters. The position peaked at $67.5K in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 343 Marsh shares in Q2 2026, an estimated $59.5K.
  • Twin Peaks Wealth Advisors first reported a position in Marsh in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Marsh position peaked at $67.5K in Q2 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.