Cetera Investment Advisers
MRSH

Cetera Investment Advisers’s Marsh MRSH Stock Holding History

Cetera Investment Advisers’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 		$20.8M Sell
124,760
-19,745
-14% -$3.3M 0.02% 739
2026
Q1 		$25.1M Buy
144,505
+3,661
+3% +$658K 0.03% 594
2025
Q4 		$26.1M Buy
140,844
+3,514
+3% +$657K 0.03% 551
2025
Q3 		$27.7M Buy
137,330
+28,983
+27% +$5.96M 0.03% 518
2025
Q2 		$23.7M Buy
108,347
+4,159
+4% +$939K 0.04% 455
2025
Q1 		$25.4M Buy
104,188
+11,668
+13% +$2.65M 0.05% 385
2024
Q4 		$19.7M Buy
92,520
+31,897
+53% +$7.08M 0.04% 435
2024
Q3 		$13.5M Buy
60,623
+5,606
+10% +$1.24M 0.03% 571
2024
Q2 		$11.6M Sell
55,017
-479
-0.9% -$98.4K 0.03% 608
2024
Q1 		$11.4M Buy
55,496
+39,013
+237% +$7.78M 0.03% 618
2023
Q4 		$3.12M Buy
16,483
+2,875
+21% +$556K 0.03% 612
2023
Q3 		$2.59M Buy
13,608
+554
+4% +$106K 0.02% 650
2023
Q2 		$2.46M Buy
13,054
+214
+2% +$38K 0.02% 685
2023
Q1 		$2.14M Sell
12,840
-4,087
-24% -$681K 0.02% 706
2022
Q4 		$2.8M Buy
16,927
+11,674
+222% +$1.91M 0.03% 576
2022
Q3 		$784K Sell
5,253
-828
-14% -$133K 0.02% 814
2022
Q2 		$944K Buy
6,081
+1,893
+45% +$303K 0.02% 821
2022
Q1 		$714K Buy
4,188
+1,277
+44% +$201K 0.01% 959
2021
Q4 		$506K Buy
2,911
+231
+9% +$38.4K 0.01% 1178
2021
Q3 		$406K Buy
2,680
+78
+3% +$11.8K 0.01% 1258
2021
Q2 		$366K Buy
+2,602
New +$349K 0.01% 1295
2021
Q1 		– Sell
-2,113
Closed -$247K – 1671
2020
Q4 		$247K Buy
+2,113
New +$240K ﹤0.01% 1352

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

Cetera Investment Advisers's MRSH Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Marsh (MRSH) stake by 14% in Q2 2026, selling an estimated $3.3M and leaving 124,760 shares worth $20.8M. The position accounts for 0.02% of the portfolio, ranked #739.

Cetera Investment Advisers first reported a position in MRSH in Q4 2020 and has held it in 22 quarters since. The position peaked at $27.7M in Q3 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Cetera Investment Advisers held 124,760 shares of Marsh worth $20.8M as of Q2 2026.
  • Cetera Investment Advisers sold 19,745 Marsh shares in Q2 2026, an estimated $3.3M.
  • Marsh made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #739 holding.
  • Cetera Investment Advisers first reported a position in Marsh in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's Marsh position peaked at $27.7M in Q3 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.