BA
MRSH

Bellwether Advisors’s Marsh MRSH Stock Holding History

Bellwether 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
Q1 		– Sell
-1,679
Closed -$311K – 172
2025
Q4 		$311K Buy
1,679
+46
+3% +$8.6K 0.05% 108
2025
Q3 		$329K Buy
1,633
+20
+1% +$4.11K 0.05% 110
2025
Q2 		$353K Sell
1,613
-3
-0.2% -$677 0.06% 95
2025
Q1 		$394K Sell
1,616
-22,112
-93% -$5.02M 0.08% 92
2024
Q4 		$5.04M Sell
23,728
-3,452
-13% -$766K 0.9% 22
2024
Q3 		$6.06M Buy
+27,180
New +$6.03M 1.16% 22
2023
Q4 		– Sell
-7,466
Closed -$1.42M – 131
2023
Q3 		$1.42M Buy
+7,466
New +$1.43M 0.39% 59
2023
Q2 		– Sell
-1
Closed -$166 – 303
2023
Q1 		$166 Sell
1
-4
-80% -$666 ﹤0.01% 428
2022
Q4 		$827 Sell
5
-2,263
-100% -$370K ﹤0.01% 387
2022
Q3 		$338K Sell
2,268
-758
-25% -$122K 0.11% 86
2022
Q2 		$469K Sell
3,026
-138
-4% -$22.1K 0.15% 81
2022
Q1 		$539K Buy
3,164
+2,789
+744% +$440K 0.16% 96
2021
Q4 		$65K Buy
375
+374
+37,400% +$62.1K 0.02% 180
2021
Q3 		$0 Hold
1
– – ﹤0.01% 584
2021
Q2 		$0 Hold
1
– – ﹤0.01% 452
2021
Q1 		$0 Hold
1
– – ﹤0.01% 408
2020
Q4 		$0 Buy
+1
New +$114 ﹤0.01% 329

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bellwether Advisors's MRSH Position: Q1 2026 in Review

Bellwether Advisors sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,679 shares — an estimated $311K sold.

Bellwether Advisors first reported a position in MRSH in Q4 2020 and held it in 17 quarters. The position peaked at $6.06M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Bellwether Advisors reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Bellwether Advisors sold 1,679 Marsh shares in Q1 2026, an estimated $311K.
  • Bellwether Advisors first reported a position in Marsh in Q4 2020 and held it in 17 quarters.
  • Bellwether Advisors's Marsh position peaked at $6.06M in Q3 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.