Delos Wealth Advisors’s Marsh MRSH Stock Holding History

Delos Wealth 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	$19.9K	Sell	115 -33	-22%	-$5.93K	0.01%	158
2025 Q4	$27.5K	Hold	148	–	–	0.02%	124
2025 Q3	$29.8K	Hold	148	–	–	0.02%	133
2025 Q2	$32.4K	Buy	+148	New	+$33.4K	0.03%	116
2024 Q3	–	Sell	-14	Closed	-$2.95K	–	299
2024 Q2	$2.95K	Hold	14	–	–	﹤0.01%	190
2024 Q1	$2.88K	Buy	14 +10	+250%	+$1.99K	﹤0.01%	193
2023 Q4	$758	Sell	4 -143	-97%	-$27.6K	﹤0.01%	209
2023 Q3	$28.7K	Hold	147	–	–	0.03%	89
2023 Q2	$27.6K	Hold	147	–	–	0.04%	84
2023 Q1	$24.5K	Hold	147	–	–	0.03%	87
2022 Q4	$24.3K	Hold	147	–	–	0.04%	88
2022 Q3	$22K	Buy	147 +4	+3%	+$642	0.03%	86
2022 Q2	$22K	Hold	143	–	–	0.02%	88
2022 Q1	$24K	Hold	143	–	–	0.02%	103
2021 Q4	$25K	Buy	+143	New	+$23.8K	0.02%	116

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Delos Wealth Advisors's MRSH Position: Q1 2026 in Review

Delos Wealth Advisors reduced its Marsh (MRSH) stake by 22% in Q1 2026, selling an estimated $5.93K and leaving 115 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #158.

Delos Wealth Advisors first reported a position in MRSH in Q4 2021 and has held it in 15 quarters since. The position peaked at $32.4K in Q2 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Delos Wealth Advisors held 115 shares of Marsh worth $19.9K as of Q1 2026.
Delos Wealth Advisors sold 33 Marsh shares in Q1 2026, an estimated $5.93K.
Marsh made up 0.01% of Delos Wealth Advisors's portfolio in Q1 2026, its #158 holding.
Delos Wealth Advisors first reported a position in Marsh in Q4 2021 and has held it in 15 quarters since.
Delos Wealth Advisors's Marsh position peaked at $32.4K in Q2 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.