WI
MRSH

WBI Investments’s Marsh MRSH Stock Holding History

WBI Investments’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 		$943K Sell
5,657
-8,831
-61% -$1.48M 0.23% 112
2026
Q1 		$2.51M Buy
14,488
+9,369
+183% +$1.68M 0.69% 26
2025
Q4 		$950K Buy
5,119
+237
+5% +$44.3K 0.25% 122
2025
Q3 		$984K Buy
+4,882
New +$1M 0.25% 112
2024
Q3 		– Sell
-8,728
Closed -$1.84M – 255
2024
Q2 		$1.84M Buy
8,728
+6,356
+268% +$1.31M 0.45% 64
2024
Q1 		$489K Buy
+2,372
New +$473K 0.1% 142
2023
Q4 		– Sell
-16,448
Closed -$3.13M – 228
2023
Q3 		$3.13M Buy
16,448
+8,253
+101% +$1.58M 0.63% 42
2023
Q2 		$1.54M Buy
8,195
+3,278
+67% +$582K 0.28% 103
2023
Q1 		$819K Sell
4,917
-10,174
-67% -$1.69M 0.16% 134
2022
Q4 		$2.5M Buy
+15,091
New +$2.47M 0.54% 52
2022
Q1 		– Sell
-11,764
Closed -$2.04M – 213
2021
Q4 		$2.04M Sell
11,764
-18,693
-61% -$3.11M 0.33% 79
2021
Q3 		$4.49M Buy
+30,457
New +$4.61M 0.75% 29
2019
Q3 		– Sell
-28,182
Closed -$2.81M – 257
2019
Q2 		$2.81M Buy
+28,182
New +$2.7M 0.25% 86
2018
Q4 		– Sell
-19,231
Closed -$1.59M – 179
2018
Q3 		$1.59M Sell
19,231
-23,489
-55% -$1.99M 0.09% 177
2018
Q2 		$3.5M Buy
42,720
+11,969
+39% +$977K 0.19% 84
2018
Q1 		$2.54M Sell
30,751
-6,400
-17% -$530K 0.13% 98
2017
Q4 		$3.02M Buy
+37,151
New +$3.09M 0.14% 117
2017
Q3 		– Sell
-4,208
Closed -$328K – 345
2017
Q2 		$328K Sell
4,208
-2,200
-34% -$166K 0.01% 265
2017
Q1 		$474K Buy
6,408
+74
+1% +$5.29K 0.02% 245
2016
Q4 		$428K Sell
6,334
-89,775
-93% -$6.02M 0.02% 247
2016
Q3 		$6.46M Buy
+96,109
New +$6.44M 0.25% 78

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

WBI Investments's MRSH Position: Q2 2026 in Review

WBI Investments reduced its Marsh (MRSH) stake by 61% in Q2 2026, selling an estimated $1.48M and leaving 5,657 shares worth $943K. The position accounts for 0.23% of the portfolio, ranked #112.

WBI Investments first reported a position in MRSH in Q3 2016 and has held it in 21 quarters since. The position peaked at $6.46M in Q3 2016. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • WBI Investments held 5,657 shares of Marsh worth $943K as of Q2 2026.
  • WBI Investments sold 8,831 Marsh shares in Q2 2026, an estimated $1.48M.
  • Marsh made up 0.23% of WBI Investments's portfolio in Q2 2026, its #112 holding.
  • WBI Investments first reported a position in Marsh in Q3 2016 and has held it in 21 quarters since.
  • WBI Investments's Marsh position peaked at $6.46M in Q3 2016.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.