WA
MRSH

Westfuller Advisors’s Marsh MRSH Stock Holding History

Westfuller Advisors’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 		$9.15K Sell
55
-45
-45% -$7.52K ﹤0.01% 500
2026
Q1 		$17.4K Buy
100
+27
+37% +$4.85K 0.01% 366
2025
Q4 		$13.5K Sell
73
-21
-22% -$3.92K 0.01% 425
2025
Q3 		$18.9K Buy
+94
New +$19.3K 0.01% 374

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

Westfuller Advisors's MRSH Position: Q2 2026 in Review

Westfuller Advisors reduced its Marsh (MRSH) stake by 45% in Q2 2026, selling an estimated $7.52K and leaving 55 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Westfuller Advisors first reported a position in MRSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.9K in Q3 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Westfuller Advisors held 55 shares of Marsh worth $9.15K as of Q2 2026.
  • Westfuller Advisors sold 45 Marsh shares in Q2 2026, an estimated $7.52K.
  • Marsh made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #500 holding.
  • Westfuller Advisors first reported a position in Marsh in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Marsh position peaked at $18.9K in Q3 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.