WPW
MRSH

Waldron Private Wealth’s Marsh MRSH Stock Holding History

Waldron Private 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 		$275K Sell
1,647
-14
-0.8% -$2.34K 0.01% 305
2026
Q1 		$288K Buy
1,661
+35
+2% +$6.29K 0.01% 278
2025
Q4 		$302K Sell
1,626
-420
-21% -$78.5K 0.01% 273
2025
Q3 		$412K Buy
2,046
+420
+26% +$86.4K 0.02% 224
2025
Q2 		$356K Sell
1,626
-117
-7% -$26.4K 0.02% 230
2025
Q1 		$425K Sell
1,743
-1,355
-44% -$307K 0.02% 197
2024
Q4 		$658K Sell
3,098
-91
-3% -$20.2K 0.03% 217
2024
Q3 		$711K Sell
3,189
-4
-0.1% -$888 0.03% 204
2024
Q2 		$673K Buy
3,193
+87
+3% +$17.9K 0.03% 192
2024
Q1 		$640K Buy
3,106
+1
+0% +$199 0.03% 206
2023
Q4 		$588K Sell
3,105
-132
-4% -$25.5K 0.03% 212
2023
Q3 		$616K Buy
3,237
+195
+6% +$37.4K 0.03% 197
2023
Q2 		$572K Buy
3,042
+175
+6% +$31.1K 0.03% 210
2023
Q1 		$477K Buy
2,867
+223
+8% +$37.1K 0.02% 263
2022
Q4 		$394K Hold
2,644
– – 0.02% 264
2022
Q3 		$394K Buy
2,644
+1,313
+99% +$211K 0.02% 264
2022
Q2 		$206K Buy
+1,331
New +$213K 0.01% 359

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

Waldron Private Wealth's MRSH Position: Q2 2026 in Review

Waldron Private Wealth reduced its Marsh (MRSH) stake by 0.84% in Q2 2026, selling an estimated $2.34K and leaving 1,647 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #305.

Waldron Private Wealth first reported a position in MRSH in Q2 2022 and has held it in 17 quarters since. The position peaked at $711K in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Waldron Private Wealth held 1,647 shares of Marsh worth $275K as of Q2 2026.
  • Waldron Private Wealth sold 14 Marsh shares in Q2 2026, an estimated $2.34K.
  • Marsh made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #305 holding.
  • Waldron Private Wealth first reported a position in Marsh in Q2 2022 and has held it in 17 quarters since.
  • Waldron Private Wealth's Marsh position peaked at $711K in Q3 2024.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.