ALPS Advisors
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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
Q3 		$7.4M Sell
43,362
-65,442
-60% -$12M 0.03% 212
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ALPS Advisors's MRSH Position: Q3 2026 in Review

ALPS Advisors reduced its Marsh (MRSH) stake by 60% in Q3 2026, selling an estimated $12M and leaving 43,362 shares worth $7.4M. The position accounts for 0.03% of the portfolio, ranked #212.

ALPS Advisors first reported a position in MRSH in Q3 2013 and has held it in 27 quarters since. The position peaked at $27.9M in Q2 2023. 967 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • ALPS Advisors held 43,362 shares of Marsh worth $7.4M as of Q3 2026.
  • ALPS Advisors sold 65,442 Marsh shares in Q3 2026, an estimated $12M.
  • Marsh made up 0.03% of ALPS Advisors's portfolio in Q3 2026, its #212 holding.
  • ALPS Advisors first reported a position in Marsh in Q3 2013 and has held it in 27 quarters since.
  • ALPS Advisors's Marsh position peaked at $27.9M in Q2 2023.
  • 967 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.