BIAS
MRSH

Beacon Investment Advisory Services’s Marsh MRSH Stock Holding History

Beacon Investment 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
Q2 		$23.7K Sell
142
-52
-27% -$8.69K ﹤0.01% 523
2026
Q1 		$33.6K Buy
+194
New +$34.9K ﹤0.01% 487
2025
Q2 		– Sell
-1,343
Closed -$328K – 257
2025
Q1 		$328K Buy
1,343
+167
+14% +$37.9K 0.02% 193
2024
Q4 		$250K Buy
+1,176
New +$261K 0.01% 223

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

Beacon Investment Advisory Services's MRSH Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Marsh (MRSH) stake by 27% in Q2 2026, selling an estimated $8.69K and leaving 142 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Beacon Investment Advisory Services first reported a position in MRSH in Q4 2024 and has held it in 4 quarters since. The position peaked at $328K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Beacon Investment Advisory Services held 142 shares of Marsh worth $23.7K as of Q2 2026.
  • Beacon Investment Advisory Services sold 52 Marsh shares in Q2 2026, an estimated $8.69K.
  • Marsh made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #523 holding.
  • Beacon Investment Advisory Services first reported a position in Marsh in Q4 2024 and has held it in 4 quarters since.
  • Beacon Investment Advisory Services's Marsh position peaked at $328K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.