Wingate Wealth Advisors’s Marsh MRSH Stock Holding History

Wingate Wealth 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	$673K	Buy	4,036 +14	+0.3%	+$2.34K	0.3%	65
2026 Q1	$698K	Sell	4,022 -18	-0.4%	-$3.24K	0.37%	61
2025 Q4	$750K	Hold	4,040	–	–	0.42%	59
2025 Q3	$814K	Buy	4,040 +18	+0.4%	+$3.7K	0.56%	53
2025 Q2	$879K	Hold	4,022	–	–	0.78%	45
2025 Q1	$981K	Hold	4,022	–	–	1.13%	34
2024 Q4	$854K	Buy	+4,022	New	+$892K	0.84%	35

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

Wingate Wealth Advisors's MRSH Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Marsh (MRSH) stake by 0.35% in Q2 2026, buying an estimated $2.34K and bringing the position to 4,036 shares worth $673K. The position accounts for 0.3% of the portfolio, ranked #65.

Wingate Wealth Advisors first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $981K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Wingate Wealth Advisors held 4,036 shares of Marsh worth $673K as of Q2 2026.
Wingate Wealth Advisors bought 14 Marsh shares in Q2 2026, an estimated $2.34K.
Marsh made up 0.3% of Wingate Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Wingate Wealth Advisors first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
Wingate Wealth Advisors's Marsh position peaked at $981K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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