ACA
MRSH

Aptus Capital Advisors’s Marsh MRSH Stock Holding History

Aptus 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 		$5.05M Buy
30,292
+2,698
+10% +$451K 0.03% 361
2026
Q1 		$4.79M Sell
27,594
-73,288
-73% -$13.2M 0.04% 348
2025
Q4 		$18.7M Buy
100,882
+3,116
+3% +$582K 0.13% 134
2025
Q3 		$19.7M Buy
97,766
+3,081
+3% +$634K 0.14% 137
2025
Q2 		$20.7M Buy
94,685
+7,389
+8% +$1.67M 0.17% 122
2025
Q1 		$21.3M Buy
87,296
+8,678
+11% +$1.97M 0.22% 98
2024
Q4 		$16.7M Buy
78,618
+9,421
+14% +$2.09M 0.17% 111
2024
Q3 		$15.4M Buy
69,197
+12,093
+21% +$2.68M 0.23% 106
2024
Q2 		$12M Buy
57,104
+13,217
+30% +$2.72M 0.21% 98
2024
Q1 		$9.04M Buy
43,887
+3,514
+9% +$700K 0.17% 114
2023
Q4 		$7.65M Sell
40,373
-894
-2% -$173K 0.21% 101
2023
Q3 		$7.85M Sell
41,267
-2,539
-6% -$487K 0.21% 95
2023
Q2 		$8.24M Sell
43,806
-3,093
-7% -$549K 0.2% 99
2023
Q1 		$7.81M Buy
46,899
+7,332
+19% +$1.22M 0.21% 98
2022
Q4 		$6.55M Buy
39,567
+3,098
+8% +$507K 0.2% 89
2022
Q3 		$5.44M Sell
36,469
-1,908
-5% -$306K 0.13% 95
2022
Q2 		$5.96M Buy
38,377
+3,807
+11% +$610K 0.16% 91
2022
Q1 		$5.89M Buy
34,570
+5,087
+17% +$802K 0.15% 91
2021
Q4 		$5.13M Buy
29,483
+4,352
+17% +$723K 0.15% 89
2021
Q3 		$3.81M Buy
25,131
+3,698
+17% +$559K 0.1% 113
2021
Q2 		$3.02M Buy
21,433
+2,898
+16% +$389K 0.09% 115
2021
Q1 		$2.26M Buy
18,535
+538
+3% +$62K 0.08% 118
2020
Q4 		$2.1M Buy
17,997
+3,264
+22% +$371K 0.1% 113
2020
Q3 		$1.69M Buy
14,733
+131
+0.9% +$15K 0.09% 118
2020
Q2 		$1.57M Buy
+14,602
New +$1.48M 0.1% 113

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

Aptus Capital Advisors's MRSH Position: Q2 2026 in Review

Aptus Capital Advisors increased its Marsh (MRSH) stake by 9.8% in Q2 2026, buying an estimated $451K and bringing the position to 30,292 shares worth $5.05M. The position accounts for 0.03% of the portfolio, ranked #361.

Aptus Capital Advisors first reported a position in MRSH in Q2 2020 and has held it in 25 quarters since. The position peaked at $21.3M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Aptus Capital Advisors held 30,292 shares of Marsh worth $5.05M as of Q2 2026.
  • Aptus Capital Advisors bought 2,698 Marsh shares in Q2 2026, an estimated $451K.
  • Marsh made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #361 holding.
  • Aptus Capital Advisors first reported a position in Marsh in Q2 2020 and has held it in 25 quarters since.
  • Aptus Capital Advisors's Marsh position peaked at $21.3M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.