Western Wealth Management’s Marsh MRSH Stock Holding History

Western Wealth Management’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	$709K	Buy	4,251 +27	+0.6%	+$4.51K	0.02%	578
2026 Q1	$733K	Sell	4,224 -71	-2%	-$12.8K	0.03%	536
2025 Q4	$797K	Buy	4,295 +4	+0.1%	+$748	0.04%	404
2025 Q3	$865K	Sell	4,291 -85	-2%	-$17.5K	0.05%	330
2025 Q2	$957K	Buy	4,376 +287	+7%	+$64.8K	0.06%	288
2025 Q1	$998K	Sell	4,089 -176	-4%	-$39.9K	0.07%	253
2024 Q4	$906K	Buy	4,265 +221	+5%	+$49K	0.05%	333
2024 Q3	$902K	Sell	4,044 -272	-6%	-$60.4K	0.05%	333
2024 Q2	$909K	Buy	4,316 +137	+3%	+$28.1K	0.07%	245
2024 Q1	$861K	Buy	4,179 +137	+3%	+$27.3K	0.07%	250
2023 Q4	$766K	Buy	4,042 +9	+0.2%	+$1.74K	0.06%	324
2023 Q3	$768K	Buy	4,033 +28	+0.7%	+$5.37K	0.06%	301
2023 Q2	$753K	Sell	4,005 -13	-0.3%	-$2.31K	0.06%	295
2023 Q1	$669K	Sell	4,018 -64	-2%	-$10.7K	0.06%	304
2022 Q4	$676K	Sell	4,082 -3,771	-48%	-$617K	0.07%	294
2022 Q3	$1.17M	Sell	7,853 -407	-5%	-$65.3K	0.07%	271
2022 Q2	$1.28M	Buy	8,260 +160	+2%	+$25.6K	0.07%	259
2022 Q1	$1.38M	Buy	8,100 +3,910	+93%	+$616K	0.07%	272
2021 Q4	$727K	Buy	+4,190	New	+$696K	0.07%	256
2021 Q2	$487K	Sell	3,435 -147	-4%	-$19.7K	0.05%	364
2021 Q1	$436K	Sell	3,582 -10	-0.3%	-$1.15K	0.06%	318
2020 Q4	$420K	Buy	3,592 +454	+14%	+$51.6K	0.06%	288
2020 Q3	$360K	Buy	3,138 +123	+4%	+$14.1K	0.06%	296
2020 Q2	$324K	Sell	3,015 -179	-6%	-$18.1K	0.06%	299
2020 Q1	$274K	Buy	3,194 +228	+8%	+$24.3K	0.06%	280
2019 Q4	$330K	Buy	2,966 +6	+0.2%	+$627	0.05%	294
2019 Q3	$298K	Buy	2,960 +370	+14%	+$37K	0.06%	292
2019 Q2	$255K	Sell	2,590 -214	-8%	-$20.5K	0.03%	339
2019 Q1	$265K	Sell	2,804 -174	-6%	-$15.4K	0.06%	310
2018 Q4	$239K	Buy	+2,978	New	+$248K	0.06%	290

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Western Wealth Management's MRSH Position: Q2 2026 in Review

Western Wealth Management increased its Marsh (MRSH) stake by 0.64% in Q2 2026, buying an estimated $4.51K and bringing the position to 4,251 shares worth $709K. The position accounts for 0.02% of the portfolio, ranked #578.

Western Wealth Management first reported a position in MRSH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.38M in Q1 2022. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Western Wealth Management held 4,251 shares of Marsh worth $709K as of Q2 2026.
Western Wealth Management bought 27 Marsh shares in Q2 2026, an estimated $4.51K.
Marsh made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #578 holding.
Western Wealth Management first reported a position in Marsh in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's Marsh position peaked at $1.38M in Q1 2022.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.