Westside Investment Management’s Marsh MRSH Stock Holding History

Westside Investment 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	$36.3K	Hold	218	–	–	﹤0.01%	706
2026 Q1	$38.1K	Sell	218 -33	-13%	-$5.93K	0.01%	653
2025 Q4	$45.8K	Buy	251 +3	+1%	+$561	0.01%	569
2025 Q3	$49.9K	Buy	248 +109	+78%	+$22.4K	0.01%	539
2025 Q2	$30.3K	Buy	139 +109	+363%	+$24.6K	0.01%	559
2025 Q1	$7.32K	Hold	30	–	–	﹤0.01%	731
2024 Q4	$6.37K	Hold	30	–	–	﹤0.01%	745
2024 Q3	$6.74K	Hold	30	–	–	﹤0.01%	739
2024 Q2	$6.32K	Buy	+30	New	+$6.16K	﹤0.01%	725
2018 Q4	–	Sell	-155	Closed	-$12.9K	–	763
2018 Q3	$12.9K	Hold	155	–	–	﹤0.01%	443
2018 Q2	$12.7K	Hold	155	–	–	﹤0.01%	511
2018 Q1	$12.6K	Hold	155	–	–	0.01%	503
2017 Q4	$12.7K	Hold	155	–	–	0.01%	514
2017 Q3	$12.9K	Hold	155	–	–	0.01%	489
2017 Q2	$12.1K	Hold	155	–	–	0.01%	490
2017 Q1	$11.4K	Hold	155	–	–	0.01%	459
2016 Q4	$10.5K	Buy	+155	New	+$10.4K	0.01%	384

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

Westside Investment Management's MRSH Position: Q2 2026 in Review

Westside Investment Management held its Marsh (MRSH) position steady in Q2 2026 at 218 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Westside Investment Management first reported a position in MRSH in Q4 2016 and has held it in 17 quarters since. The position peaked at $49.9K in Q3 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Westside Investment Management held 218 shares of Marsh worth $36.3K as of Q2 2026.
Westside Investment Management left its Marsh share count unchanged in Q2 2026.
Marsh made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #706 holding.
Westside Investment Management first reported a position in Marsh in Q4 2016 and has held it in 17 quarters since.
Westside Investment Management's Marsh position peaked at $49.9K in Q3 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.