CA
MRSH

Claro Advisors’s Marsh MRSH Stock Holding History

Claro 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 		$221K Sell
1,328
-203
-13% -$33.9K 0.02% 494
2026
Q1 		$266K Sell
1,531
-4
-0.3% -$719 0.03% 408
2025
Q4 		$285K Buy
1,535
+423
+38% +$79.1K 0.04% 338
2025
Q3 		$224K Buy
+1,112
New +$229K 0.03% 364
2025
Q2 		– Sell
-1,669
Closed -$407K – 459
2025
Q1 		$407K Buy
1,669
+247
+17% +$56K 0.05% 314
2024
Q4 		$302K Buy
1,422
+112
+9% +$24.8K 0.04% 360
2024
Q3 		$292K Buy
+1,310
New +$291K 0.04% 387
2019
Q1 		– Sell
-91
Closed -$8K – 647
2018
Q4 		$8K Buy
+91
New +$7.59K 0.01% 715

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

Claro Advisors's MRSH Position: Q2 2026 in Review

Claro Advisors reduced its Marsh (MRSH) stake by 13% in Q2 2026, selling an estimated $33.9K and leaving 1,328 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #494.

Claro Advisors first reported a position in MRSH in Q4 2018 and has held it in 8 quarters since. The position peaked at $407K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Claro Advisors held 1,328 shares of Marsh worth $221K as of Q2 2026.
  • Claro Advisors sold 203 Marsh shares in Q2 2026, an estimated $33.9K.
  • Marsh made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #494 holding.
  • Claro Advisors first reported a position in Marsh in Q4 2018 and has held it in 8 quarters since.
  • Claro Advisors's Marsh position peaked at $407K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.