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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Waypoint Wealth Counsel's MRSH Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Marsh (MRSH) stake by 32% in Q1 2026, selling an estimated $107K and leaving 1,260 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #202.

Waypoint Wealth Counsel first reported a position in MRSH in Q4 2025 and has held it in 2 quarters since. The position peaked at $344K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Waypoint Wealth Counsel held 1,260 shares of Marsh worth $219K as of Q1 2026.
  • Waypoint Wealth Counsel sold 593 Marsh shares in Q1 2026, an estimated $107K.
  • Marsh made up 0.11% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #202 holding.
  • Waypoint Wealth Counsel first reported a position in Marsh in Q4 2025 and has held it in 2 quarters since.
  • Waypoint Wealth Counsel's Marsh position peaked at $344K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.