WWM
MRSH

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
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 0.06% 264
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
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

Western Wealth Management's MRSH Position: Q1 2026 in Review

Western Wealth Management reduced its Marsh (MRSH) stake by 1.7% in Q1 2026, selling an estimated $12.8K and leaving 4,224 shares worth $733K. The position accounts for 0.03% of the portfolio, ranked #536.

Western Wealth Management first reported a position in MRSH in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.38M in Q1 2022. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Western Wealth Management held 4,224 shares of Marsh worth $733K as of Q1 2026.
  • Western Wealth Management sold 71 Marsh shares in Q1 2026, an estimated $12.8K.
  • Marsh made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #536 holding.
  • Western Wealth Management first reported a position in Marsh in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Marsh position peaked at $1.38M in Q1 2022.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.