AFA
MRSH

AA Financial Advisors’s Marsh MRSH Stock Holding History

AA Financial 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 		$945K Sell
5,668
-138
-2% -$23.1K 0.11% 117
2026
Q1 		$1.01M Sell
5,806
-322
-5% -$57.9K 0.14% 111
2025
Q4 		$1.14M Buy
6,128
+579
+10% +$108K 0.21% 78
2025
Q3 		$1.12M Buy
5,549
+101
+2% +$20.8K 0.22% 71
2025
Q2 		$1.19M Buy
5,448
+247
+5% +$55.8K 0.26% 64
2025
Q1 		$1.27M Hold
5,201
– – 0.31% 63
2024
Q4 		$1.1M Hold
5,201
– – 0.29% 63
2024
Q3 		$1.16M Hold
5,201
– – 0.34% 64
2024
Q2 		$1.1M Sell
5,201
-106
-2% -$21.8K 0.39% 63
2024
Q1 		$1.09M Buy
+5,307
New +$1.06M 0.44% 58

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

AA Financial Advisors's MRSH Position: Q2 2026 in Review

AA Financial Advisors reduced its Marsh (MRSH) stake by 2.4% in Q2 2026, selling an estimated $23.1K and leaving 5,668 shares worth $945K. The position accounts for 0.11% of the portfolio, ranked #117.

AA Financial Advisors first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.27M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • AA Financial Advisors held 5,668 shares of Marsh worth $945K as of Q2 2026.
  • AA Financial Advisors sold 138 Marsh shares in Q2 2026, an estimated $23.1K.
  • Marsh made up 0.11% of AA Financial Advisors's portfolio in Q2 2026, its #117 holding.
  • AA Financial Advisors first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
  • AA Financial Advisors's Marsh position peaked at $1.27M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.