Vision Retirement’s Marsh MRSH Stock Holding History

Vision Retirement’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	-43	Closed	-$7.39K	–	669
2026 Q1	$7.39K	Buy	43 +1	+2%	+$180	﹤0.01%	443
2025 Q4	$7.86K	Buy	+42	New	+$7.85K	﹤0.01%	437

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vision Retirement's MRSH Position: Q2 2026 in Review

Vision Retirement sold out of Marsh (MRSH) in Q2 2026, closing a stake of 43 shares — an estimated $7.39K sold.

Vision Retirement first reported a position in MRSH in Q4 2025 and held it in 2 quarters. The position peaked at $7.86K in Q4 2025. 1,420 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Vision Retirement reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
Vision Retirement sold 43 Marsh shares in Q2 2026, an estimated $7.39K.
Vision Retirement first reported a position in Marsh in Q4 2025 and held it in 2 quarters.
Vision Retirement's Marsh position peaked at $7.86K in Q4 2025.
1,420 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.