WPA
MRSH

Wealth Preservation Advisors’s Marsh MRSH Stock Holding History

Wealth Preservation Advisors’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 		$55K Buy
+317
New +$57K 0.05% 157

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 Preservation Advisors's MRSH Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Marsh (MRSH) in Q1 2026: 317 shares worth $55K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings.

1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Wealth Preservation Advisors held 317 shares of Marsh worth $55K as of Q1 2026.
  • Marsh was a new Wealth Preservation Advisors position in Q1 2026.
  • Marsh made up 0.05% of Wealth Preservation Advisors's portfolio in Q1 2026, its #157 holding.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.