Walter & Keenan Wealth Management’s Marsh MRSH Stock Holding History

Walter & Keenan Wealth Management’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	$363K	Sell	2,180 -14	-0.6%	-$2.34K	0.09%	127
2026 Q1	$381K	Sell	2,194 -14	-0.6%	-$2.52K	0.11%	120
2025 Q4	$410K	Sell	2,208 -25	-1%	-$4.67K	0.11%	116
2025 Q3	$450K	Sell	2,233 -319	-13%	-$65.6K	0.12%	110
2025 Q2	$558K	Buy	2,552 +10	+0.4%	+$2.26K	0.16%	101
2025 Q1	$620K	Buy	2,542 +117	+5%	+$26.5K	0.19%	97
2024 Q4	$515K	Buy	2,425 +3	+0.1%	+$666	0.16%	104
2024 Q3	$540K	Buy	2,422 +21	+0.9%	+$4.66K	0.16%	103
2024 Q2	$506K	Sell	2,401 -30	-1%	-$6.16K	0.16%	100
2024 Q1	$501K	Hold	2,431	–	–	0.16%	102
2023 Q4	$461K	Hold	2,431	–	–	0.16%	104
2023 Q3	$463K	Hold	2,431	–	–	0.18%	103
2023 Q2	$457K	Hold	2,431	–	–	0.17%	104
2023 Q1	$405K	Buy	2,431 +11	+0.5%	+$1.83K	0.15%	107
2022 Q4	$400K	Hold	2,420	–	–	0.16%	105
2022 Q3	$361K	Buy	2,420 +20	+0.8%	+$3.21K	0.15%	107
2022 Q2	$373K	Hold	2,400	–	–	0.15%	105
2022 Q1	$409K	Hold	2,400	–	–	0.14%	105
2021 Q4	$417K	Sell	2,400 -150	-6%	-$24.9K	0.14%	105
2021 Q3	$386K	Hold	2,550	–	–	0.13%	109
2021 Q2	$359K	Sell	2,550 -150	-6%	-$20.1K	0.12%	107
2021 Q1	$329K	Hold	2,700	–	–	0.12%	114
2020 Q4	$316K	Hold	2,700	–	–	0.11%	115
2020 Q3	$310K	Hold	2,700	–	–	0.12%	110
2020 Q2	$290K	Buy	+2,700	New	+$273K	0.12%	119
2020 Q1	–	Sell	-2,700	Closed	-$301K	–	161
2019 Q4	$301K	Sell	2,700 -500	-16%	-$52.2K	0.12%	126
2019 Q3	$320K	Hold	3,200	–	–	0.12%	122
2019 Q2	$319K	Hold	3,200	–	–	0.14%	115
2019 Q1	$300K	Hold	3,200	–	–	0.13%	121
2018 Q4	$255K	Hold	3,200	–	–	0.11%	128
2018 Q3	$265K	Hold	3,200	–	–	0.08%	136
2018 Q2	$262K	Hold	3,200	–	–	0.11%	141
2018 Q1	$264K	Hold	3,200	–	–	0.11%	146
2017 Q4	$260K	Hold	3,200	–	–	0.11%	145
2017 Q3	$268K	Hold	3,200	–	–	0.12%	135
2017 Q2	$249K	Hold	3,200	–	–	0.13%	133
2017 Q1	$236K	Hold	3,200	–	–	0.12%	129
2016 Q4	$216K	Hold	3,200	–	–	0.11%	136
2016 Q3	$215K	Hold	3,200	–	–	0.12%	129
2016 Q2	$219K	Buy	+3,200	New	+$205K	0.12%	126
2016 Q1	–	Sell	-4,200	Closed	-$233K	–	143
2015 Q4	$233K	Hold	4,200	–	–	0.14%	125
2015 Q3	$219K	Hold	4,200	–	–	0.14%	124
2015 Q2	$238K	Hold	4,200	–	–	0.14%	125
2015 Q1	$236K	Hold	4,200	–	–	0.13%	124
2014 Q4	$240K	Hold	4,200	–	–	0.14%	120
2014 Q3	$220K	Hold	4,200	–	–	0.13%	136
2014 Q2	$218K	Hold	4,200	–	–	0.11%	136
2014 Q1	$207K	Buy	+4,200	New	+$201K	0.11%	134

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

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

Walter & Keenan Wealth Management's MRSH Position: Q2 2026 in Review

Walter & Keenan Wealth Management reduced its Marsh (MRSH) stake by 0.64% in Q2 2026, selling an estimated $2.34K and leaving 2,180 shares worth $363K. The position accounts for 0.09% of the portfolio, ranked #127.

Walter & Keenan Wealth Management first reported a position in MRSH in Q1 2014 and has held it in 48 quarters since. The position peaked at $620K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Walter & Keenan Wealth Management held 2,180 shares of Marsh worth $363K as of Q2 2026.
Walter & Keenan Wealth Management sold 14 Marsh shares in Q2 2026, an estimated $2.34K.
Marsh made up 0.09% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #127 holding.
Walter & Keenan Wealth Management first reported a position in Marsh in Q1 2014 and has held it in 48 quarters since.
Walter & Keenan Wealth Management's Marsh position peaked at $620K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.