Wealthfront Advisers’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.25M | Buy |
55,497
+1,543
| +3% | +$258K | 0.02% | 316 |
|
|
2026
Q1 | $9.36M | Buy |
53,954
+1,456
| +3% | +$262K | 0.02% | 289 |
|
|
2025
Q4 | $9.74M | Sell |
52,498
-6,732
| -11% | -$1.26M | 0.02% | 259 |
|
|
2025
Q3 | $11.9M | Sell |
59,230
-1,372
| -2% | -$282K | 0.03% | 206 |
|
|
2025
Q2 | $13.3M | Sell |
60,602
-5,120
| -8% | -$1.16M | 0.03% | 179 |
|
|
2025
Q1 | $16M | Buy |
65,722
+5,992
| +10% | +$1.36M | 0.04% | 132 |
|
|
2024
Q4 | $12.7M | Buy |
59,730
+3,521
| +6% | +$781K | 0.04% | 144 |
|
|
2024
Q3 | $12.5M | Buy |
56,209
+447
| +0.8% | +$99.2K | 0.04% | 136 |
|
|
2024
Q2 | $11.8M | Buy |
55,762
+364
| +0.7% | +$74.8K | 0.04% | 132 |
|
|
2024
Q1 | $11.4M | Sell |
55,398
-258
| -0.5% | -$51.4K | 0.04% | 133 |
|
|
2023
Q4 | $10.5M | Sell |
55,656
-1,662
| -3% | -$321K | 0.04% | 130 |
|
|
2023
Q3 | $10.9M | Buy |
57,318
+127
| +0.2% | +$24.3K | 0.05% | 114 |
|
|
2023
Q2 | $10.8M | Sell |
57,191
-367
| -0.6% | -$65.1K | 0.05% | 118 |
|
|
2023
Q1 | $9.59M | Sell |
57,558
-4,049
| -7% | -$675K | 0.04% | 120 |
|
|
2022
Q4 | $10.2M | Buy |
61,607
+2,655
| +5% | +$434K | 0.05% | 113 |
|
|
2022
Q3 | $8.8M | Buy |
58,952
+12,760
| +28% | +$2.05M | 0.05% | 105 |
|
|
2022
Q2 | $7.17M | Buy |
46,192
+7,883
| +21% | +$1.26M | 0.04% | 134 |
|
|
2022
Q1 | $6.53M | Sell |
38,309
-2,267
| -6% | -$357K | 0.03% | 165 |
|
|
2021
Q4 | $7.05M | Buy |
40,576
+6,167
| +18% | +$1.02M | 0.03% | 139 |
|
|
2021
Q3 | $5.21M | Buy |
34,409
+8,802
| +34% | +$1.33M | 0.02% | 157 |
|
|
2021
Q2 | $3.6M | Buy |
25,607
+2,835
| +12% | +$380K | 0.02% | 175 |
|
|
2021
Q1 | $2.77M | Buy |
22,772
+4,178
| +22% | +$481K | 0.01% | 197 |
|
|
2020
Q4 | $2.17M | Sell |
18,594
-885
| -5% | -$101K | 0.01% | 205 |
|
|
2020
Q3 | $2.23M | Sell |
19,479
-229
| -1% | -$26.2K | 0.02% | 162 |
|
|
2020
Q2 | $2.12M | Sell |
19,708
-3,066
| -13% | -$310K | 0.02% | 157 |
|
|
2020
Q1 | $1.97M | Buy |
22,774
+922
| +4% | +$98.3K | 0.02% | 147 |
|
|
2019
Q4 | $2.44M | Buy |
21,852
+1,014
| +5% | +$106K | 0.02% | 144 |
|
|
2019
Q3 | $2.08M | Buy |
20,838
+832
| +4% | +$83.2K | 0.02% | 155 |
|
|
2019
Q2 | $2M | Buy |
20,006
+366
| +2% | +$35K | 0.02% | 157 |
|
|
2019
Q1 | $1.84M | Buy |
19,640
+208
| +1% | +$18.4K | 0.02% | 162 |
|
|
2018
Q4 | $1.55M | Buy |
+19,432
| New | +$1.62M | 0.02% | 168 |
|
Other funds holding MRSH
Wealthfront Advisers's MRSH Position: Q2 2026 in Review
Wealthfront Advisers increased its Marsh (MRSH) stake by 2.9% in Q2 2026, buying an estimated $258K and bringing the position to 55,497 shares worth $9.25M. The position accounts for 0.02% of the portfolio, ranked #316.
Wealthfront Advisers first reported a position in MRSH in Q4 2018 and has held it in 31 quarters since. The position peaked at $16M in Q1 2025. 1,101 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Wealthfront Advisers held 55,497 shares of Marsh worth $9.25M as of Q2 2026.
- Wealthfront Advisers bought 1,543 Marsh shares in Q2 2026, an estimated $258K.
- Marsh made up 0.02% of Wealthfront Advisers's portfolio in Q2 2026, its #316 holding.
- Wealthfront Advisers first reported a position in Marsh in Q4 2018 and has held it in 31 quarters since.
- Wealthfront Advisers's Marsh position peaked at $16M in Q1 2025.
- 1,101 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.