WAG
MRSH

Wilkerson Advisory Group’s Marsh MRSH Stock Holding History

Wilkerson Advisory Group’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 		$17.2K Buy
103
+16
+18% +$2.67K 0.01% 348
2026
Q1 		$15.1K Buy
87
+47
+118% +$8.45K 0.01% 342
2025
Q4 		$7.42K Buy
+40
New +$7.48K ﹤0.01% 382

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

Wilkerson Advisory Group's MRSH Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Marsh (MRSH) stake by 18% in Q2 2026, buying an estimated $2.67K and bringing the position to 103 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #348.

Wilkerson Advisory Group first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. 1,497 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Wilkerson Advisory Group held 103 shares of Marsh worth $17.2K as of Q2 2026.
  • Wilkerson Advisory Group bought 16 Marsh shares in Q2 2026, an estimated $2.67K.
  • Marsh made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #348 holding.
  • Wilkerson Advisory Group first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • 1,497 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.