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
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 $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

ALPS Advisors's MRSH Position: Q1 2026 in Review

ALPS Advisors opened a new position in Marsh (MRSH) in Q1 2026: 110,795 shares worth $19.2M. The stake represents 0.09% of the portfolio and ranks #127 among its holdings. This is a return to the name: ALPS Advisors previously reported a position in MRSH as recently as Q3 2025.

ALPS Advisors first reported a position in MRSH in Q3 2013 and has held it in 25 quarters since. The position peaked at $27.9M in Q2 2023. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • ALPS Advisors held 110,795 shares of Marsh worth $19.2M as of Q1 2026.
  • Marsh was a new ALPS Advisors position in Q1 2026.
  • Marsh made up 0.09% of ALPS Advisors's portfolio in Q1 2026, its #127 holding.
  • ALPS Advisors first reported a position in Marsh in Q3 2013 and has held it in 25 quarters since.
  • ALPS Advisors's Marsh position peaked at $27.9M in Q2 2023.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.