BIA
MRSH

Bell Investment Advisors’s Marsh MRSH Stock Holding History

Bell Investment 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 		$31.2K Buy
187
+38
+26% +$6.35K ﹤0.01% 373
2026
Q1 		$25.8K Sell
149
-5
-3% -$899 ﹤0.01% 381
2025
Q4 		$28.6K Sell
154
-38
-20% -$7.1K ﹤0.01% 351
2025
Q3 		$38.7K Sell
192
-4
-2% -$823 0.01% 276
2025
Q2 		$42.9K Buy
196
+2
+1% +$452 0.01% 275
2025
Q1 		$47.3K Buy
194
+6
+3% +$1.36K 0.01% 226
2024
Q4 		$39.9K Sell
188
-9
-5% -$2K 0.01% 251
2024
Q3 		$43.9K Hold
197
– – 0.01% 240
2024
Q2 		$41.5K Hold
197
– – 0.01% 241
2024
Q1 		$40.6K Hold
197
– – 0.01% 239
2023
Q4 		$37.3K Sell
197
-3
-2% -$580 0.01% 231
2023
Q3 		$38.1K Sell
200
-33
-14% -$6.33K 0.01% 206
2023
Q2 		$43.8K Sell
233
-6
-3% -$1.06K 0.01% 186
2023
Q1 		$39.8K Sell
239
-35
-13% -$5.83K 0.01% 193
2022
Q4 		$45.3K Buy
274
+34
+14% +$5.56K 0.01% 179
2022
Q3 		$36K Buy
240
+46
+24% +$7.38K 0.01% 176
2022
Q2 		$30K Buy
+194
New +$31.1K 0.01% 197
2021
Q4 		$39K Sell
223
-16
-7% -$2.66K 0.01% 189
2021
Q3 		$36K Buy
+239
New +$36.1K 0.01% 186

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

Bell Investment Advisors's MRSH Position: Q2 2026 in Review

Bell Investment Advisors increased its Marsh (MRSH) stake by 26% in Q2 2026, buying an estimated $6.35K and bringing the position to 187 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Bell Investment Advisors first reported a position in MRSH in Q3 2021 and has held it in 19 quarters since. The position peaked at $47.3K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Bell Investment Advisors held 187 shares of Marsh worth $31.2K as of Q2 2026.
  • Bell Investment Advisors bought 38 Marsh shares in Q2 2026, an estimated $6.35K.
  • Marsh made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #373 holding.
  • Bell Investment Advisors first reported a position in Marsh in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Marsh position peaked at $47.3K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.