AWA
MRSH

Arkadios Wealth Advisors’s Marsh MRSH Stock Holding History

Arkadios Wealth 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 		$959K Sell
5,753
-766
-12% -$128K 0.01% 820
2026
Q1 		$1.13M Sell
6,519
-518
-7% -$93.1K 0.02% 730
2025
Q4 		$1.31M Sell
7,037
-310
-4% -$57.9K 0.03% 594
2025
Q3 		$1.48M Buy
7,347
+2,236
+44% +$460K 0.04% 496
2025
Q2 		$1.12M Buy
5,111
+1,894
+59% +$428K 0.03% 530
2025
Q1 		$785K Buy
3,217
+343
+12% +$77.8K 0.03% 540
2024
Q4 		$611K Buy
2,874
+122
+4% +$27.1K 0.03% 468
2024
Q3 		$614K Buy
2,752
+114
+4% +$25.3K 0.03% 471
2024
Q2 		$556K Buy
2,638
+242
+10% +$49.7K 0.04% 441
2024
Q1 		$493K Buy
2,396
+2
+0.1% +$399 0.04% 380
2023
Q4 		$454K Buy
2,394
+916
+62% +$177K 0.04% 395
2023
Q3 		$281K Buy
+1,478
New +$283K 0.03% 508
2021
Q4 		– Sell
-166
Closed -$25K – 1302
2021
Q3 		$25K Sell
166
-28
-14% -$4.24K ﹤0.01% 1129
2021
Q2 		$27K Buy
194
+85
+78% +$11.4K ﹤0.01% 1164
2021
Q1 		$13K Buy
109
+29
+36% +$3.34K ﹤0.01% 1107
2020
Q4 		$9K Sell
80
-120
-60% -$13.6K ﹤0.01% 997
2020
Q3 		$23K Buy
200
+2
+1% +$229 0.01% 574
2020
Q2 		$21.8K Buy
198
+116
+141% +$11.7K 0.01% 529
2020
Q1 		$7.09K Sell
82
-15
-15% -$1.6K ﹤0.01% 706
2019
Q4 		$11.6K Buy
+97
New +$10.1K 0.01% 562

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

Arkadios Wealth Advisors's MRSH Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Marsh (MRSH) stake by 12% in Q2 2026, selling an estimated $128K and leaving 5,753 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #820.

Arkadios Wealth Advisors first reported a position in MRSH in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.48M in Q3 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Arkadios Wealth Advisors held 5,753 shares of Marsh worth $959K as of Q2 2026.
  • Arkadios Wealth Advisors sold 766 Marsh shares in Q2 2026, an estimated $128K.
  • Marsh made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #820 holding.
  • Arkadios Wealth Advisors first reported a position in Marsh in Q4 2019 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's Marsh position peaked at $1.48M in Q3 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.