Ameritas Advisory Services’s Marsh MRSH Stock Holding History

Ameritas Advisory Services’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	$1.1M	Sell	6,347 -1,302	-17%	-$234K	0.04%	349
2025 Q4	$1.42M	Buy	7,649 +6,887	+904%	+$1.29M	0.05%	299
2025 Q3	$153K	Buy	762 +22	+3%	+$4.53K	0.01%	695
2025 Q2	$162K	Sell	740 -762	-51%	-$172K	0.01%	805
2025 Q1	$342K	Buy	1,502 +85	+6%	+$19.3K	0.01%	670
2024 Q4	$301K	Buy	+1,417	New	+$314K	0.01%	724
2024 Q3	–	Sell	-1,526	Closed	-$322K	–	905
2024 Q2	$322K	Buy	1,526 +198	+15%	+$40.7K	0.01%	706
2024 Q1	$268K	Sell	1,328 -825	-38%	-$164K	0.01%	738
2023 Q4	$413K	Buy	2,153 +944	+78%	+$182K	0.02%	472
2023 Q3	$230K	Buy	+1,209	New	+$232K	0.01%	710
2023 Q2	–	Sell	-1,454	Closed	-$250K	–	1764
2023 Q1	$250K	Sell	1,454 -110	-7%	-$18.3K	0.01%	696
2022 Q4	$259K	Buy	+1,564	New	+$256K	0.01%	752
2022 Q3	–	Sell	-1,367	Closed	-$212K	–	791
2022 Q2	$212K	Buy	+1,367	New	+$219K	0.01%	735

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

Ameritas Advisory Services's MRSH Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Marsh (MRSH) stake by 17% in Q1 2026, selling an estimated $234K and leaving 6,347 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #349.

Ameritas Advisory Services first reported a position in MRSH in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.42M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Ameritas Advisory Services held 6,347 shares of Marsh worth $1.1M as of Q1 2026.
Ameritas Advisory Services sold 1,302 Marsh shares in Q1 2026, an estimated $234K.
Marsh made up 0.04% of Ameritas Advisory Services's portfolio in Q1 2026, its #349 holding.
Ameritas Advisory Services first reported a position in Marsh in Q2 2022 and has held it in 13 quarters since.
Ameritas Advisory Services's Marsh position peaked at $1.42M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.