AO
MRSH

Advisor OS’s Marsh MRSH Stock Holding History

Advisor OS’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 		$216K Sell
1,293
-182
-12% -$30.4K 0.01% 544
2026
Q1 		$256K Buy
+1,475
New +$265K 0.02% 473

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisor OS's MRSH Position: Q2 2026 in Review

Advisor OS reduced its Marsh (MRSH) stake by 12% in Q2 2026, selling an estimated $30.4K and leaving 1,293 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #544.

Advisor OS first reported a position in MRSH in Q1 2026 and has held it in 2 quarters since. The position peaked at $256K in Q1 2026. 995 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Advisor OS held 1,293 shares of Marsh worth $216K as of Q2 2026.
  • Advisor OS sold 182 Marsh shares in Q2 2026, an estimated $30.4K.
  • Marsh made up 0.01% of Advisor OS's portfolio in Q2 2026, its #544 holding.
  • Advisor OS first reported a position in Marsh in Q1 2026 and has held it in 2 quarters since.
  • Advisor OS's Marsh position peaked at $256K in Q1 2026.
  • 995 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.