Advisors Preferred’s Marsh MRSH Stock Holding History

Advisors Preferred’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	–	Sell	-1,557	Closed	-$284K	–	259
2025 Q4	$284K	Buy	1,557 +374	+32%	+$69.9K	0.05%	142
2025 Q3	$238K	Sell	1,183 -502	-30%	-$103K	0.04%	173
2025 Q2	$367K	Buy	+1,685	New	+$380K	0.06%	140
2025 Q1	–	Sell	-1,964	Closed	-$415K	–	306
2024 Q4	$415K	Sell	1,964 -528	-21%	-$117K	0.07%	130
2024 Q3	$555K	Buy	2,492 +851	+52%	+$189K	0.08%	110
2024 Q2	$345K	Buy	+1,641	New	+$337K	0.06%	105
2023 Q1	–	Sell	-3,718	Closed	-$617K	–	241
2022 Q4	$617K	Buy	3,718 +8	+0.2%	+$1.31K	0.26%	35
2022 Q3	$575K	Sell	3,710 -578	-13%	-$92.7K	0.29%	26
2022 Q2	$666K	Buy	+4,288	New	+$687K	0.17%	66
2019 Q3	–	Sell	-11,986	Closed	-$1.21M	–	264
2019 Q2	$1.21M	Buy	+11,986	New	+$1.15M	0.41%	36
2016 Q3	–	Sell	-199	Closed	-$14K	–	235
2016 Q2	$14K	Buy	+199	New	+$12.8K	0.01%	145
2015 Q4	–	Sell	-2,221	Closed	-$116K	–	237
2015 Q3	$116K	Buy	+2,221	New	+$124K	0.13%	48

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

Advisors Preferred's MRSH Position: Q1 2026 in Review

Advisors Preferred sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,557 shares — an estimated $284K sold.

Advisors Preferred first reported a position in MRSH in Q3 2015 and held it in 12 quarters. The position peaked at $1.21M in Q2 2019. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Advisors Preferred reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
Advisors Preferred sold 1,557 Marsh shares in Q1 2026, an estimated $284K.
Advisors Preferred first reported a position in Marsh in Q3 2015 and held it in 12 quarters.
Advisors Preferred's Marsh position peaked at $1.21M in Q2 2019.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.