WA
MRSH

Wealth Alliance’s Marsh MRSH Stock Holding History

Wealth Alliance’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 		$1.58M Sell
9,088
-914
-9% -$164K 0.16% 126
2025
Q4 		$1.86M Buy
10,002
+120
+1% +$22.4K 0.18% 99
2025
Q3 		$1.99M Buy
9,882
+711
+8% +$146K 0.2% 87
2025
Q2 		$2.01M Buy
9,171
+523
+6% +$118K 0.22% 86
2025
Q1 		$2.11M Buy
8,648
+410
+5% +$93K 0.26% 78
2024
Q4 		$1.75M Sell
8,238
-156
-2% -$34.6K 0.21% 95
2024
Q3 		$1.87M Sell
8,394
-119
-1% -$26.4K 0.22% 90
2024
Q2 		$1.79M Sell
8,513
-142
-2% -$29.2K 0.23% 82
2024
Q1 		$1.78M Sell
8,655
-267
-3% -$53.2K 0.23% 89
2023
Q4 		$1.69M Sell
8,922
-13
-0.1% -$2.51K 0.24% 90
2023
Q3 		$1.7M Sell
8,935
-595
-6% -$114K 0.27% 76
2023
Q2 		$1.79M Sell
9,530
-43
-0.4% -$7.63K 0.27% 78
2023
Q1 		$1.59M Buy
9,573
+1,369
+17% +$228K 0.26% 86
2022
Q4 		$1.36M Buy
8,204
+2,392
+41% +$391K 0.24% 95
2022
Q3 		$868K Buy
5,812
+74
+1% +$11.9K 0.17% 133
2022
Q2 		$891K Sell
5,738
-80
-1% -$12.8K 0.17% 140
2022
Q1 		$991K Buy
5,818
+346
+6% +$54.5K 0.2% 116
2021
Q4 		$951K Buy
5,472
+27
+0.5% +$4.49K 0.19% 119
2021
Q3 		$825K Sell
5,445
-44
-0.8% -$6.66K 0.19% 122
2021
Q2 		$772K Buy
5,489
+97
+2% +$13K 0.18% 133
2021
Q1 		$657K Buy
5,392
+207
+4% +$23.8K 0.18% 137
2020
Q4 		$607K Sell
5,185
-2,668
-34% -$303K 0.18% 140
2020
Q3 		$901K Buy
7,853
+14
+0.2% +$1.6K 0.32% 76
2020
Q2 		$842K Buy
7,839
+677
+9% +$68.5K 0.33% 79
2020
Q1 		$619K Buy
+7,162
New +$764K 0.33% 90

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

Wealth Alliance's MRSH Position: Q1 2026 in Review

Wealth Alliance reduced its Marsh (MRSH) stake by 9.1% in Q1 2026, selling an estimated $164K and leaving 9,088 shares worth $1.58M. The position accounts for 0.16% of the portfolio, ranked #126.

Wealth Alliance first reported a position in MRSH in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.11M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Wealth Alliance held 9,088 shares of Marsh worth $1.58M as of Q1 2026.
  • Wealth Alliance sold 914 Marsh shares in Q1 2026, an estimated $164K.
  • Marsh made up 0.16% of Wealth Alliance's portfolio in Q1 2026, its #126 holding.
  • Wealth Alliance first reported a position in Marsh in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Marsh position peaked at $2.11M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.