AA
MRSH

Addison Advisors’s Marsh MRSH Stock Holding History

Addison 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
Q1 		$42.5K Sell
245
-135
-36% -$24.3K 0.01% 453
2025
Q4 		$70.5K Buy
380
+129
+51% +$24.1K 0.02% 368
2025
Q3 		$50.6K Sell
251
-130
-34% -$26.7K 0.01% 419
2025
Q2 		$83.3K Sell
381
-15
-4% -$3.39K 0.02% 330
2025
Q1 		$96.6K Sell
396
-13
-3% -$2.95K 0.03% 306
2024
Q4 		$86.9K Buy
409
+119
+41% +$26.4K 0.02% 318
2024
Q3 		$64.7K Hold
290
– – 0.02% 358
2024
Q2 		$61.1K Sell
290
-307
-51% -$63.1K 0.02% 349
2024
Q1 		$123K Hold
597
– – 0.04% 263
2023
Q4 		$113K Buy
597
+150
+34% +$29K 0.04% 261
2023
Q3 		$85.1K Hold
447
– – 0.04% 265
2023
Q2 		$84.1K Hold
447
– – 0.04% 260
2023
Q1 		$74.4K Sell
447
-7
-2% -$1.17K 0.04% 254
2022
Q4 		$75.1K Hold
454
– – 0.05% 248
2022
Q3 		$68K Hold
454
– – 0.04% 230
2022
Q2 		$70K Hold
454
– – 0.04% 228
2022
Q1 		$77K Buy
454
+150
+49% +$23.6K 0.04% 233
2021
Q4 		$53K Buy
304
+7
+2% +$1.16K 0.03% 240
2021
Q3 		$45K Hold
297
– – 0.04% 195
2021
Q2 		$42K Buy
+297
New +$39.8K 0.03% 197
2020
Q4 		$35K Buy
+297
New +$33.7K 0.03% 206

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Addison Advisors's MRSH Position: Q1 2026 in Review

Addison Advisors reduced its Marsh (MRSH) stake by 36% in Q1 2026, selling an estimated $24.3K and leaving 245 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #453.

Addison Advisors first reported a position in MRSH in Q4 2020 and has held it in 21 quarters since. The position peaked at $123K in Q1 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Addison Advisors held 245 shares of Marsh worth $42.5K as of Q1 2026.
  • Addison Advisors sold 135 Marsh shares in Q1 2026, an estimated $24.3K.
  • Marsh made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #453 holding.
  • Addison Advisors first reported a position in Marsh in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's Marsh position peaked at $123K in Q1 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.