WWC
MRSH

Waypoint Wealth Counsel’s Marsh MRSH Stock Holding History

Waypoint Wealth Counsel’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 		$201K Sell
1,203
-57
-5% -$9.53K 0.13% 146
2026
Q1 		$219K Sell
1,260
-593
-32% -$107K 0.11% 202
2025
Q4 		$344K Buy
+1,853
New +$346K 0.13% 168

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

Waypoint Wealth Counsel's MRSH Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Marsh (MRSH) stake by 4.5% in Q2 2026, selling an estimated $9.53K and leaving 1,203 shares worth $201K. The position accounts for 0.13% of the portfolio, ranked #146.

Waypoint Wealth Counsel first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $344K in Q4 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Waypoint Wealth Counsel held 1,203 shares of Marsh worth $201K as of Q2 2026.
  • Waypoint Wealth Counsel sold 57 Marsh shares in Q2 2026, an estimated $9.53K.
  • Marsh made up 0.13% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #146 holding.
  • Waypoint Wealth Counsel first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Waypoint Wealth Counsel's Marsh position peaked at $344K in Q4 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.