AA
MRSH

ALPS Advisors’s Marsh MRSH Stock Holding History

ALPS Advisors’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 		$18.1M Sell
108,804
-1,991
-2% -$333K 0.09% 135
2026
Q1 		$19.2M Buy
+110,795
New +$19.9M 0.09% 127
2025
Q4 		– Sell
-119,481
Closed -$24.1M – 1051
2025
Q3 		$24.1M Buy
119,481
+38,280
+47% +$7.87M 0.13% 100
2025
Q2 		$17.8M Sell
81,201
-405
-0.5% -$91.4K 0.1% 126
2025
Q1 		$19.9M Buy
81,606
+659
+0.8% +$150K 0.12% 114
2024
Q4 		$17.2M Sell
80,947
-68
-0.1% -$15.1K 0.11% 124
2024
Q3 		$18.1M Buy
81,015
+50,242
+163% +$11.2M 0.12% 109
2024
Q2 		$6.48M Hold
30,773
– – 0.04% 205
2024
Q1 		$6.34M Buy
30,773
+400
+1% +$79.7K 0.04% 210
2023
Q4 		$5.75M Buy
30,373
+200
+0.7% +$38.6K 0.05% 199
2023
Q3 		$5.74M Sell
30,173
-118,044
-80% -$22.6M 0.05% 186
2023
Q2 		$27.9M Sell
148,217
-3,810
-3% -$676K 0.24% 49
2023
Q1 		$25.3M Sell
152,027
-10,047
-6% -$1.67M 0.22% 83
2022
Q4 		$26.8M Sell
162,074
-7,848
-5% -$1.28M 0.24% 61
2022
Q3 		$25.4M Buy
169,922
+141,584
+500% +$22.7M 0.24% 61
2022
Q2 		$4.4M Buy
+28,338
New +$4.54M 0.04% 186
2016
Q3 		– Sell
-7,404
Closed -$507K – 736
2016
Q2 		$507K Sell
7,404
-460
-6% -$29.5K ﹤0.01% 260
2016
Q1 		$478K Buy
+7,864
New +$440K ﹤0.01% 252
2015
Q3 		– Sell
-9,971
Closed -$565K – 732
2015
Q2 		$565K Buy
9,971
+129
+1% +$7.45K ﹤0.01% 359
2015
Q1 		$552K Sell
9,842
-618
-6% -$34.8K ﹤0.01% 282
2014
Q4 		$599K Sell
10,460
-1,596
-13% -$87.5K ﹤0.01% 273
2014
Q3 		$631K Sell
12,056
-855
-7% -$44.6K ﹤0.01% 211
2014
Q2 		$669K Buy
12,911
+291
+2% +$14.5K 0.01% 244
2014
Q1 		$622K Buy
12,620
+1,336
+12% +$64K 0.01% 206
2013
Q4 		$516K Buy
11,284
+5,460
+94% +$253K 0.01% 350
2013
Q3 		$254K Buy
+5,824
New +$245K ﹤0.01% 357

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

ALPS Advisors's MRSH Position: Q2 2026 in Review

ALPS Advisors reduced its Marsh (MRSH) stake by 1.8% in Q2 2026, selling an estimated $333K and leaving 108,804 shares worth $18.1M. The position accounts for 0.09% of the portfolio, ranked #135.

ALPS Advisors first reported a position in MRSH in Q3 2013 and has held it in 26 quarters since. The position peaked at $27.9M in Q2 2023. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • ALPS Advisors held 108,804 shares of Marsh worth $18.1M as of Q2 2026.
  • ALPS Advisors sold 1,991 Marsh shares in Q2 2026, an estimated $333K.
  • Marsh made up 0.09% of ALPS Advisors's portfolio in Q2 2026, its #135 holding.
  • ALPS Advisors first reported a position in Marsh in Q3 2013 and has held it in 26 quarters since.
  • ALPS Advisors's Marsh position peaked at $27.9M in Q2 2023.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.