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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advance Capital Management's MRSH Position: Q1 2026 in Review

Advance Capital Management reduced its Marsh (MRSH) stake by 13% in Q1 2026, selling an estimated $88.3K and leaving 3,152 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #102.

Advance Capital Management first reported a position in MRSH in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Advance Capital Management held 3,152 shares of Marsh worth $547K as of Q1 2026.
Advance Capital Management sold 491 Marsh shares in Q1 2026, an estimated $88.3K.
Marsh made up 0.02% of Advance Capital Management's portfolio in Q1 2026, its #102 holding.
Advance Capital Management first reported a position in Marsh in Q3 2023 and has held it in 11 quarters since.
Advance Capital Management's Marsh position peaked at $1.05M in Q1 2025.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.