WA
MRSH

Whipplewood Advisors’s Marsh MRSH Stock Holding History

Whipplewood 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 		$13K Sell
78
-230
-75% -$38.4K 0.01% 226
2026
Q1 		$53.4K Buy
308
+300
+3,750% +$53.9K 0.03% 261
2025
Q4 		$1.48K Buy
+8
New +$1.5K ﹤0.01% 368
2025
Q3 		– Sell
-508
Closed -$111K – 834
2025
Q2 		$111K Buy
508
+73
+17% +$16.5K 0.06% 223
2025
Q1 		$124K Sell
435
-70
-14% -$15.9K 0.07% 203
2024
Q4 		$107K Buy
+505
New +$112K 0.06% 224

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

Whipplewood Advisors's MRSH Position: Q2 2026 in Review

Whipplewood Advisors reduced its Marsh (MRSH) stake by 75% in Q2 2026, selling an estimated $38.4K and leaving 78 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #226.

Whipplewood Advisors first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $124K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Whipplewood Advisors held 78 shares of Marsh worth $13K as of Q2 2026.
  • Whipplewood Advisors sold 230 Marsh shares in Q2 2026, an estimated $38.4K.
  • Marsh made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #226 holding.
  • Whipplewood Advisors first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Marsh position peaked at $124K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.