U.S. Capital Wealth Advisors’s Marsh MRSH Stock Holding History

U.S. Capital 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 Q1	$205K	Buy	+1,182	New	+$213K	0.01%	952
2025 Q3	–	Sell	-992	Closed	-$217K	–	959
2025 Q2	$217K	Buy	992 +44	+5%	+$9.93K	0.01%	818
2025 Q1	$231K	Buy	+948	New	+$215K	0.01%	770
2023 Q3	–	Sell	-1,298	Closed	-$244K	–	667
2023 Q2	$244K	Buy	+1,298	New	+$230K	0.01%	581
2023 Q1	–	Sell	-314	Closed	-$52K	–	1172
2022 Q4	$52K	Buy	+314	New	+$51.3K	﹤0.01%	875

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's MRSH Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Marsh (MRSH) in Q1 2026: 1,182 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #952 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in MRSH as recently as Q2 2025.

U.S. Capital Wealth Advisors first reported a position in MRSH in Q4 2022 and has held it in 5 quarters since. The position peaked at $244K in Q2 2023. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

U.S. Capital Wealth Advisors held 1,182 shares of Marsh worth $205K as of Q1 2026.
Marsh was a new U.S. Capital Wealth Advisors position in Q1 2026.
Marsh made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #952 holding.
U.S. Capital Wealth Advisors first reported a position in Marsh in Q4 2022 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's Marsh position peaked at $244K in Q2 2023.
1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.