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Wealthspire Advisors (New York)’s Marsh MRSH Stock Holding History

Wealthspire Advisors (New York)’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 		$1.12M Buy
6,696
+3,996
+148% +$668K 0.01% 534
2026
Q1 		$468K Sell
2,700
-4,039
-60% -$726K ﹤0.01% 590
2025
Q4 		$1.25M Buy
6,739
+5,024
+293% +$939K 0.01% 385
2025
Q3 		$346K Sell
1,715
-604
-26% -$124K ﹤0.01% 628
2025
Q2 		$507K Sell
2,319
-1,219
-34% -$275K ﹤0.01% 536
2025
Q1 		$863K Buy
3,538
+153
+5% +$34.7K 0.01% 407
2024
Q4 		$719K Buy
3,385
+222
+7% +$49.3K 0.01% 430
2024
Q3 		$706K Buy
3,163
+627
+25% +$139K 0.01% 431
2024
Q2 		$534K Sell
2,536
-281
-10% -$57.7K 0.01% 419
2024
Q1 		$580K Sell
2,817
-210
-7% -$41.9K 0.01% 399
2023
Q4 		$574K Buy
3,027
+214
+8% +$41.4K 0.01% 397
2023
Q3 		$535K Buy
2,813
+1,613
+134% +$309K 0.01% 379
2023
Q2 		$226K Buy
+1,200
New +$213K ﹤0.01% 508
2023
Q1 		– Sell
-2,529
Closed -$418K – 574
2022
Q4 		$418K Buy
+2,529
New +$414K 0.01% 401
2022
Q3 		– Sell
-1,564
Closed -$243K – 535
2022
Q2 		$243K Buy
+1,564
New +$251K 0.01% 444
2022
Q1 		– Sell
-1,718
Closed -$299K – 503
2021
Q4 		$299K Sell
1,718
-8,828
-84% -$1.47M 0.01% 423
2021
Q3 		$1.6M Buy
+10,546
New +$1.6M 0.03% 189
2021
Q2 		– Sell
-6,419
Closed -$782K – 551
2021
Q1 		$782K Buy
6,419
+2,035
+46% +$234K 0.02% 306
2020
Q4 		$513K Buy
4,384
+1,237
+39% +$141K 0.02% 302
2020
Q3 		$361K Buy
3,147
+84
+3% +$9.63K 0.02% 216
2020
Q2 		$329K Sell
3,063
-4,318
-59% -$437K 0.02% 194
2020
Q1 		$638K Buy
+7,381
New +$787K 0.03% 260
2019
Q1 		– Sell
-332
Closed -$26K – 511
2018
Q4 		$26K Buy
+332
New +$27.7K ﹤0.01% 287

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s MRSH Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Marsh (MRSH) stake by 148% in Q2 2026, buying an estimated $668K and bringing the position to 6,696 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #534.

Wealthspire Advisors (New York) first reported a position in MRSH in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.6M in Q3 2021. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Wealthspire Advisors (New York) held 6,696 shares of Marsh worth $1.12M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 3,996 Marsh shares in Q2 2026, an estimated $668K.
  • Marsh made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #534 holding.
  • Wealthspire Advisors (New York) first reported a position in Marsh in Q4 2018 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Marsh position peaked at $1.6M in Q3 2021.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.