WPW
MRSH

Warther Private Wealth’s Marsh MRSH Stock Holding History

Warther 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 		$447K Hold
2,680
– – 0.1% 43
2026
Q1 		$465K Sell
2,680
-19
-0.7% -$3.42K 0.11% 35
2025
Q4 		$501K Buy
2,699
+199
+8% +$37.2K 0.12% 38
2025
Q3 		$504K Sell
2,500
-150
-6% -$30.9K 0.12% 33
2025
Q2 		$579K Sell
2,650
-50
-2% -$11.3K 0.15% 37
2025
Q1 		$659K Sell
2,700
-40
-1% -$9.07K 0.22% 32
2024
Q4 		$582K Sell
2,740
-60
-2% -$13.3K 0.2% 41
2024
Q3 		$625K Sell
2,800
-200
-7% -$44.4K 0.22% 40
2024
Q2 		$632K Sell
3,000
-1,169
-28% -$240K 0.25% 39
2024
Q1 		$859K Buy
+4,169
New +$831K 0.38% 33

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 $3.38T AUM 44.17% 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

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

Warther Private Wealth held its Marsh (MRSH) position steady in Q2 2026 at 2,680 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #43.

Warther Private Wealth first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $859K in Q1 2024. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Warther Private Wealth held 2,680 shares of Marsh worth $447K as of Q2 2026.
  • Warther Private Wealth left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.1% of Warther Private Wealth's portfolio in Q2 2026, its #43 holding.
  • Warther Private Wealth first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
  • Warther Private Wealth's Marsh position peaked at $859K in Q1 2024.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Warther Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.