BPA
MRSH

Beacon Pointe Advisors’s Marsh MRSH Stock Holding History

Beacon Pointe 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 		$3.14M Sell
18,848
-6,006
-24% -$1M 0.01% 631
2026
Q1 		$4.31M Buy
24,854
+11,082
+80% +$1.99M 0.02% 509
2025
Q4 		$2.56M Sell
13,772
-4,461
-24% -$834K 0.02% 537
2025
Q3 		$3.67M Buy
18,233
+4,250
+30% +$874K 0.03% 416
2025
Q2 		$3.06M Sell
13,983
-86
-0.6% -$19.4K 0.03% 401
2025
Q1 		$3.43M Buy
14,069
+2,632
+23% +$597K 0.04% 361
2024
Q4 		$2.43M Sell
11,437
-2,004
-15% -$445K 0.03% 419
2024
Q3 		$3M Sell
13,441
-2,110
-14% -$468K 0.03% 391
2024
Q2 		$3.28M Sell
15,551
-88
-0.6% -$18.1K 0.04% 366
2024
Q1 		$3.22M Buy
15,639
+326
+2% +$65K 0.04% 392
2023
Q4 		$2.9M Sell
15,313
-253
-2% -$48.9K 0.03% 401
2023
Q3 		$2.96M Buy
15,566
+906
+6% +$174K 0.04% 373
2023
Q2 		$2.76M Sell
14,660
-428
-3% -$76K 0.05% 321
2023
Q1 		$2.51M Sell
15,088
-72
-0.5% -$12K 0.04% 350
2022
Q4 		$2.51M Buy
15,160
+1,364
+10% +$223K 0.05% 312
2022
Q3 		$2.06M Buy
13,796
+650
+5% +$104K 0.05% 312
2022
Q2 		$2.05M Sell
13,146
-13,223
-50% -$2.12M 0.04% 326
2022
Q1 		$4.49M Buy
26,369
+12,106
+85% +$1.91M 0.06% 272
2021
Q4 		$2.48M Buy
14,263
+1,221
+9% +$203K 0.06% 226
2021
Q3 		$1.98M Sell
13,042
-2,795
-18% -$423K 0.05% 288
2021
Q2 		$2.23M Buy
15,837
+3,456
+28% +$463K 0.08% 202
2021
Q1 		$1.51M Buy
12,381
+687
+6% +$79.1K 0.09% 169
2020
Q4 		$1.37M Buy
11,694
+418
+4% +$47.5K 0.09% 163
2020
Q3 		$1.29M Buy
11,276
+2,441
+28% +$280K 0.13% 143
2020
Q2 		$946K Sell
8,835
-294
-3% -$29.8K 0.09% 170
2020
Q1 		$789K Buy
+9,129
New +$973K 0.13% 142

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 Pointe Advisors's MRSH Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Marsh (MRSH) stake by 24% in Q2 2026, selling an estimated $1M and leaving 18,848 shares worth $3.14M. The position accounts for 0.01% of the portfolio, ranked #631.

Beacon Pointe Advisors first reported a position in MRSH in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.49M in Q1 2022. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Beacon Pointe Advisors held 18,848 shares of Marsh worth $3.14M as of Q2 2026.
  • Beacon Pointe Advisors sold 6,006 Marsh shares in Q2 2026, an estimated $1M.
  • Marsh made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #631 holding.
  • Beacon Pointe Advisors first reported a position in Marsh in Q1 2020 and has held it in 26 quarters since.
  • Beacon Pointe Advisors's Marsh position peaked at $4.49M in Q1 2022.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.