AGWCA
MRSH

Annis Gardner Whiting Capital Advisors’s Marsh MRSH Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-463
Closed -$80.3K – 896
2026
Q1 		$80.3K Buy
463
+40
+9% +$7.19K 0.01% 485
2025
Q4 		$78.5K Sell
423
-277
-40% -$51.8K 0.01% 448
2025
Q3 		$141K Buy
700
+79
+13% +$16.2K 0.03% 323
2025
Q2 		$136K Buy
621
+31
+5% +$7K 0.05% 259
2025
Q1 		$144K Buy
590
+235
+66% +$53.3K 0.06% 222
2024
Q4 		$75.4K Sell
355
-42
-11% -$9.32K 0.02% 301
2024
Q3 		$88.6K Sell
397
-356
-47% -$79K 0.02% 303
2024
Q2 		$159K Buy
753
+74
+11% +$15.2K 0.05% 237
2024
Q1 		$140K Buy
679
+360
+113% +$71.7K 0.05% 227
2023
Q4 		$60.4K Sell
319
-2
-0.6% -$386 0.03% 282
2023
Q3 		$61.1K Buy
+321
New +$61.5K 0.03% 269

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

Annis Gardner Whiting Capital Advisors's MRSH Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 463 shares — an estimated $80.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MRSH in Q3 2023 and held it in 11 quarters. The position peaked at $159K in Q2 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 463 Marsh shares in Q2 2026, an estimated $80.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Marsh in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Marsh position peaked at $159K in Q2 2024.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.