CA
MRSH

Clearstead Advisors’s Marsh MRSH Stock Holding History

Clearstead 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 		$1.65M Buy
9,900
+1,253
+14% +$209K 0.02% 424
2026
Q1 		$1.5M Sell
8,647
-1,361
-14% -$245K 0.01% 426
2025
Q4 		$1.86M Buy
10,008
+864
+9% +$161K 0.02% 340
2025
Q3 		$1.84M Buy
9,144
+1,057
+13% +$217K 0.02% 336
2025
Q2 		$1.77M Buy
8,087
+730
+10% +$165K 0.02% 338
2025
Q1 		$1.8M Sell
7,357
-659
-8% -$150K 0.03% 321
2024
Q4 		$1.7M Sell
8,016
-250
-3% -$55.5K 0.03% 316
2024
Q3 		$1.84M Buy
8,266
+215
+3% +$47.7K 0.03% 309
2024
Q2 		$1.7M Buy
8,051
+548
+7% +$113K 0.03% 299
2024
Q1 		$1.54M Buy
7,503
+48
+0.6% +$9.57K 0.08% 173
2023
Q4 		$1.41M Sell
7,455
-7,355
-50% -$1.42M 0.08% 180
2023
Q3 		$2.82M Buy
14,810
+7,399
+100% +$1.42M 0.08% 171
2023
Q2 		$1.39M Sell
7,411
-195
-3% -$34.6K 0.08% 170
2023
Q1 		$1.27M Buy
7,606
+708
+10% +$118K 0.09% 158
2022
Q4 		$1.14M Buy
6,898
+118
+2% +$19.3K 0.09% 163
2022
Q3 		$1.01M Buy
6,780
+67
+1% +$10.8K 0.09% 157
2022
Q2 		$1.04M Buy
6,713
+67
+1% +$10.7K 0.08% 169
2022
Q1 		$1.13M Buy
6,646
+264
+4% +$41.6K 0.08% 169
2021
Q4 		$1.11M Sell
6,382
-419
-6% -$69.6K 0.08% 174
2021
Q3 		$1.03M Buy
6,801
+54
+0.8% +$8.17K 0.08% 172
2021
Q2 		$949K Buy
6,747
+487
+8% +$65.3K 0.07% 173
2021
Q1 		$762K Buy
6,260
+4,484
+252% +$516K 0.06% 180
2020
Q4 		$208K Buy
1,776
+141
+9% +$16K 0.02% 316
2020
Q3 		$188K Hold
1,635
– – 0.02% 281
2020
Q2 		$176K Hold
1,635
– – 0.02% 286
2020
Q1 		$141K Buy
+1,635
New +$174K 0.02% 283

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Clearstead Advisors's MRSH Position: Q2 2026 in Review

Clearstead Advisors increased its Marsh (MRSH) stake by 14% in Q2 2026, buying an estimated $209K and bringing the position to 9,900 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #424.

Clearstead Advisors first reported a position in MRSH in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.82M in Q3 2023. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Clearstead Advisors held 9,900 shares of Marsh worth $1.65M as of Q2 2026.
  • Clearstead Advisors bought 1,253 Marsh shares in Q2 2026, an estimated $209K.
  • Marsh made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #424 holding.
  • Clearstead Advisors first reported a position in Marsh in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Marsh position peaked at $2.82M in Q3 2023.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.