CA
MRSH

Continuum Advisory’s Marsh MRSH Stock Holding History

Continuum Advisory’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 		$37.8K Sell
227
-1,225
-84% -$205K ﹤0.01% 860
2026
Q1 		$252K Buy
1,452
+73
+5% +$13.1K 0.02% 400
2025
Q4 		$256K Sell
1,379
-250
-15% -$46.7K 0.03% 391
2025
Q3 		$328K Sell
1,629
-2,576
-61% -$530K 0.03% 344
2025
Q2 		$919K Buy
4,205
+2,707
+181% +$611K 0.11% 175
2025
Q1 		$366K Buy
1,498
+130
+10% +$29.5K 0.05% 288
2024
Q4 		$291K Buy
1,368
+97
+8% +$21.5K 0.04% 328
2024
Q3 		$282K Buy
1,271
+470
+59% +$104K 0.04% 334
2024
Q2 		$169K Buy
801
+301
+60% +$61.8K 0.02% 392
2024
Q1 		$102K Sell
500
-1,114
-69% -$222K 0.02% 482
2023
Q4 		$305K Buy
1,614
+82
+5% +$15.8K 0.04% 365
2023
Q3 		$292K Sell
1,532
-20
-1% -$3.83K 0.05% 374
2023
Q2 		$292K Buy
1,552
+38
+3% +$6.74K 0.05% 370
2023
Q1 		$252K Sell
1,514
-36
-2% -$6K 0.04% 374
2022
Q4 		$256K Sell
1,550
-98
-6% -$16K 0.05% 367
2022
Q3 		$246K Sell
1,648
-74
-4% -$11.9K 0.04% 346
2022
Q2 		$267K Sell
1,722
-236
-12% -$37.8K 0.05% 348
2022
Q1 		$317K Buy
+1,958
New +$309K 0.06% 312

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

Continuum Advisory's MRSH Position: Q2 2026 in Review

Continuum Advisory reduced its Marsh (MRSH) stake by 84% in Q2 2026, selling an estimated $205K and leaving 227 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Continuum Advisory first reported a position in MRSH in Q1 2022 and has held it in 18 quarters since. The position peaked at $919K in Q2 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Continuum Advisory held 227 shares of Marsh worth $37.8K as of Q2 2026.
  • Continuum Advisory sold 1,225 Marsh shares in Q2 2026, an estimated $205K.
  • Marsh made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #860 holding.
  • Continuum Advisory first reported a position in Marsh in Q1 2022 and has held it in 18 quarters since.
  • Continuum Advisory's Marsh position peaked at $919K in Q2 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.