ACM
MRSH

Advance Capital Management’s Marsh MRSH Stock Holding History

Advance Capital Management’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 		$490K Sell
2,940
-212
-7% -$35.4K 0.02% 120
2026
Q1 		$547K Sell
3,152
-491
-13% -$88.3K 0.02% 102
2025
Q4 		$676K Buy
3,643
+5
+0.1% +$935 0.03% 91
2025
Q3 		$733K Sell
3,638
-768
-17% -$158K 0.03% 84
2025
Q2 		$963K Buy
4,406
+111
+3% +$25.1K 0.04% 61
2025
Q1 		$1.05M Buy
4,295
+8
+0.2% +$1.81K 0.05% 52
2024
Q4 		$911K Sell
4,287
-7
-0.2% -$1.55K 0.04% 54
2024
Q3 		$958K Hold
4,294
– – 0.04% 53
2024
Q2 		$905K Buy
4,294
+2
+0% +$411 0.04% 53
2024
Q1 		$884K Sell
4,292
-6
-0.1% -$1.2K 0.06% 50
2023
Q4 		$814K Buy
4,298
+2,514
+141% +$486K 0.06% 42
2023
Q3 		$339K Buy
+1,784
New +$342K 0.03% 87

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

Advance Capital Management's MRSH Position: Q2 2026 in Review

Advance Capital Management reduced its Marsh (MRSH) stake by 6.7% in Q2 2026, selling an estimated $35.4K and leaving 2,940 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #120.

Advance Capital Management first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Advance Capital Management held 2,940 shares of Marsh worth $490K as of Q2 2026.
  • Advance Capital Management sold 212 Marsh shares in Q2 2026, an estimated $35.4K.
  • Marsh made up 0.02% of Advance Capital Management's portfolio in Q2 2026, its #120 holding.
  • Advance Capital Management first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
  • Advance Capital Management's Marsh position peaked at $1.05M in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.