AAM
MRSH

Advisors Asset Management’s Marsh MRSH Stock Holding History

Advisors Asset 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 		$5.28M Sell
30,416
-3,567
-10% -$641K 0.09% 312
2025
Q4 		$6.3M Buy
33,983
+3,905
+13% +$730K 0.11% 246
2025
Q3 		$6.06M Buy
30,078
+4,106
+16% +$844K 0.1% 270
2025
Q2 		$5.68M Buy
25,972
+3,839
+17% +$867K 0.1% 267
2025
Q1 		$5.4M Sell
22,133
-5,916
-21% -$1.34M 0.1% 256
2024
Q4 		$5.96M Sell
28,049
-6,957
-20% -$1.54M 0.11% 236
2024
Q3 		$7.81M Sell
35,006
-13,701
-28% -$3.04M 0.14% 174
2024
Q2 		$10.3M Sell
48,707
-14,694
-23% -$3.02M 0.2% 111
2024
Q1 		$13.1M Sell
63,401
-15,577
-20% -$3.1M 0.25% 75
2023
Q4 		$15M Sell
78,978
-8,213
-9% -$1.59M 0.31% 60
2023
Q3 		$16.6M Sell
87,191
-10,408
-11% -$1.99M 0.36% 49
2023
Q2 		$18.4M Sell
97,599
-7,759
-7% -$1.38M 0.38% 47
2023
Q1 		$17.5M Sell
105,358
-7,568
-7% -$1.26M 0.36% 49
2022
Q4 		$18.7M Sell
112,926
-7,734
-6% -$1.26M 0.39% 50
2022
Q3 		$18M Buy
120,660
+1,268
+1% +$203K 0.38% 49
2022
Q2 		$18.5M Sell
119,392
-8,569
-7% -$1.37M 0.35% 55
2022
Q1 		$21.8M Sell
127,961
-2,563
-2% -$404K 0.34% 54
2021
Q4 		$22.7M Buy
130,524
+3,003
+2% +$499K 0.32% 52
2021
Q3 		$19.3M Sell
127,521
-20,544
-14% -$3.11M 0.29% 60
2021
Q2 		$20.8M Sell
148,065
-13,274
-8% -$1.78M 0.31% 58
2021
Q1 		$19.7M Sell
161,339
-16,647
-9% -$1.92M 0.31% 57
2020
Q4 		$20.8M Sell
177,986
-11,960
-6% -$1.36M 0.34% 44
2020
Q3 		$21.8M Sell
189,946
-11,750
-6% -$1.35M 0.4% 39
2020
Q2 		$21.7M Sell
201,696
-6,532
-3% -$661K 0.42% 37
2020
Q1 		$18M Sell
208,228
-6,476
-3% -$690K 0.43% 39
2019
Q4 		$23.9M Buy
214,704
+14,271
+7% +$1.49M 0.42% 36
2019
Q3 		$20.1M Buy
200,433
+15,071
+8% +$1.51M 0.37% 52
2019
Q2 		$18.5M Buy
185,362
+9,624
+5% +$921K 0.33% 64
2019
Q1 		$16.5M Buy
175,738
+7,166
+4% +$634K 0.29% 77
2018
Q4 		$13.4M Buy
168,572
+14,789
+10% +$1.23M 0.27% 89
2018
Q3 		$12.7M Buy
153,783
+2,161
+1% +$183K 0.21% 122
2018
Q2 		$12.4M Buy
151,622
+4,057
+3% +$331K 0.21% 116
2018
Q1 		$12.3M Buy
147,565
+5,504
+4% +$456K 0.21% 116
2017
Q4 		$11.6M Buy
142,061
+2,886
+2% +$240K 0.19% 135
2017
Q3 		$11.7M Sell
139,175
-1,523
-1% -$121K 0.2% 128
2017
Q2 		$11M Buy
140,698
+996
+0.7% +$75.2K 0.18% 135
2017
Q1 		$10.3M Sell
139,702
-12,233
-8% -$874K 0.17% 152
2016
Q4 		$10.3M Buy
151,935
+10,216
+7% +$685K 0.17% 155
2016
Q3 		$9.53M Buy
141,719
+11,445
+9% +$767K 0.16% 188
2016
Q2 		$8.92M Buy
130,274
+19,313
+17% +$1.24M 0.14% 207
2016
Q1 		$6.75M Buy
110,961
+29,780
+37% +$1.67M 0.11% 260
2015
Q4 		$4.5M Buy
81,181
+37,258
+85% +$2.05M 0.07% 394
2015
Q3 		$2.29M Buy
43,923
+3,040
+7% +$170K 0.04% 582
2015
Q2 		$2.32M Buy
40,883
+7,008
+21% +$405K 0.03% 619
2015
Q1 		$1.9M Buy
33,875
+2,665
+9% +$150K 0.03% 682
2014
Q4 		$1.79M Sell
31,210
-1,321
-4% -$72.5K 0.02% 684
2014
Q3 		$1.7M Sell
32,531
-354
-1% -$18.5K 0.02% 663
2014
Q2 		$1.7M Buy
32,885
+8,328
+34% +$414K 0.02% 648
2014
Q1 		$1.21M Buy
24,557
+4,974
+25% +$238K 0.02% 703
2013
Q4 		$947K Buy
19,583
+2,167
+12% +$100K 0.02% 765
2013
Q3 		$758K Buy
17,416
+1,282
+8% +$53.9K 0.01% 762
2013
Q2 		$644K Buy
+16,134
New +$631K 0.01% 768

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

Advisors Asset Management's MRSH Position: Q1 2026 in Review

Advisors Asset Management reduced its Marsh (MRSH) stake by 10% in Q1 2026, selling an estimated $641K and leaving 30,416 shares worth $5.28M. The position accounts for 0.09% of the portfolio, ranked #312.

Advisors Asset Management first reported a position in MRSH in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.9M in Q4 2019. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Advisors Asset Management held 30,416 shares of Marsh worth $5.28M as of Q1 2026.
  • Advisors Asset Management sold 3,567 Marsh shares in Q1 2026, an estimated $641K.
  • Marsh made up 0.09% of Advisors Asset Management's portfolio in Q1 2026, its #312 holding.
  • Advisors Asset Management first reported a position in Marsh in Q2 2013 and has held it in 52 quarters since.
  • Advisors Asset Management's Marsh position peaked at $23.9M in Q4 2019.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.