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
Q2 		– Sell
-245
Closed -$42.5K – 880
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 $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

Addison Advisors's MRSH Position: Q2 2026 in Review

Addison Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 245 shares — an estimated $42.5K sold.

Addison Advisors first reported a position in MRSH in Q4 2020 and held it in 21 quarters. The position peaked at $123K in Q1 2024. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Addison Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 245 Marsh shares in Q2 2026, an estimated $42.5K.
  • Addison Advisors first reported a position in Marsh in Q4 2020 and held it in 21 quarters.
  • Addison Advisors's Marsh position peaked at $123K in Q1 2024.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.