Alta Advisers’s Marsh MRSH Stock Holding History

Alta Advisers’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	$326K	Hold	1,878	–	–	0.12%	123
2025 Q4	$348K	Sell	1,878 -400	-18%	-$74.8K	0.13%	114
2025 Q3	$459K	Hold	2,278	–	–	0.14%	116
2025 Q2	$498K	Hold	2,278	–	–	0.18%	106
2025 Q1	$556K	Buy	2,278 +700	+44%	+$159K	0.24%	88
2024 Q4	$335K	Buy	1,578 +115	+8%	+$25.5K	0.21%	92
2024 Q3	$326K	Hold	1,463	–	–	0.15%	78
2024 Q2	$308K	Buy	1,463 +163	+13%	+$33.5K	0.15%	82
2024 Q1	$268K	Hold	1,300	–	–	0.13%	97
2023 Q4	$246K	Hold	1,300	–	–	0.13%	101
2023 Q3	$247K	Hold	1,300	–	–	0.14%	83
2023 Q2	$245K	Hold	1,300	–	–	0.14%	86
2023 Q1	$217K	Hold	1,300	–	–	0.13%	94
2022 Q4	$215K	Hold	1,300	–	–	0.13%	95
2022 Q3	$194K	Buy	+1,300	New	+$209K	0.12%	93

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

Alta Advisers's MRSH Position: Q1 2026 in Review

Alta Advisers held its Marsh (MRSH) position steady in Q1 2026 at 1,878 shares worth $326K. The position accounts for 0.12% of the portfolio, ranked #123.

Alta Advisers first reported a position in MRSH in Q3 2022 and has held it in 15 quarters since. The position peaked at $556K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Alta Advisers held 1,878 shares of Marsh worth $326K as of Q1 2026.
Alta Advisers left its Marsh share count unchanged in Q1 2026.
Marsh made up 0.12% of Alta Advisers's portfolio in Q1 2026, its #123 holding.
Alta Advisers first reported a position in Marsh in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Marsh position peaked at $556K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.