WFI
MRSH

West Family Investments’s Marsh MRSH Stock Holding History

West Family 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 		$839K Buy
5,036
+422
+9% +$70.5K 0.24% 77
2026
Q1 		$800K Sell
4,614
-64
-1% -$11.5K 0.28% 67
2025
Q4 		$868K Sell
4,678
-1,156
-20% -$216K 0.2% 101
2025
Q3 		$1.18M Sell
5,834
-24
-0.4% -$4.94K 0.26% 83
2025
Q2 		$1.28M Buy
5,858
+980
+20% +$221K 0.33% 66
2025
Q1 		$1.19M Hold
4,878
– – 0.45% 43
2024
Q4 		$1.04M Sell
4,878
-112
-2% -$24.8K 0.36% 54
2024
Q3 		$1.11M Buy
4,990
+288
+6% +$63.9K 0.38% 56
2024
Q2 		$991K Buy
4,702
+88
+2% +$18.1K 0.3% 68
2024
Q1 		$950K Buy
4,614
+194
+4% +$38.7K 0.29% 67
2023
Q4 		$837K Buy
4,420
+41
+0.9% +$7.92K 0.28% 69
2023
Q3 		$833K Hold
4,379
– – 0.29% 71
2023
Q2 		$824K Buy
4,379
+48
+1% +$8.52K 0.32% 70
2023
Q1 		$721K Hold
4,331
– – 0.29% 73
2022
Q4 		$717K Hold
4,331
– – 0.24% 73
2022
Q3 		$647K Sell
4,331
-167
-4% -$26.8K 0.27% 80
2022
Q2 		$698K Sell
4,498
-337
-7% -$54K 0.28% 72
2022
Q1 		$824K Hold
4,835
– – 0.23% 72
2021
Q4 		$840K Sell
4,835
-210
-4% -$34.9K 0.23% 82
2021
Q3 		$764K Buy
5,045
+411
+9% +$62.2K 0.2% 97
2021
Q2 		$652K Buy
+4,634
New +$621K 0.18% 98

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

West Family Investments's MRSH Position: Q2 2026 in Review

West Family Investments increased its Marsh (MRSH) stake by 9.1% in Q2 2026, buying an estimated $70.5K and bringing the position to 5,036 shares worth $839K. The position accounts for 0.24% of the portfolio, ranked #77.

West Family Investments first reported a position in MRSH in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.28M in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • West Family Investments held 5,036 shares of Marsh worth $839K as of Q2 2026.
  • West Family Investments bought 422 Marsh shares in Q2 2026, an estimated $70.5K.
  • Marsh made up 0.24% of West Family Investments's portfolio in Q2 2026, its #77 holding.
  • West Family Investments first reported a position in Marsh in Q2 2021 and has held it in 21 quarters since.
  • West Family Investments's Marsh position peaked at $1.28M in Q2 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.