DWA
MRSH

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
Q2 		$19.2K Hold
115
– – 0.01% 170
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
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

Delos Wealth Advisors's MRSH Position: Q2 2026 in Review

Delos Wealth Advisors held its Marsh (MRSH) position steady in Q2 2026 at 115 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #170.

Delos Wealth Advisors first reported a position in MRSH in Q4 2021 and has held it in 16 quarters since. The position peaked at $32.4K in Q2 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Delos Wealth Advisors held 115 shares of Marsh worth $19.2K as of Q2 2026.
  • Delos Wealth Advisors left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.01% of Delos Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • Delos Wealth Advisors first reported a position in Marsh in Q4 2021 and has held it in 16 quarters since.
  • Delos Wealth Advisors's Marsh position peaked at $32.4K in Q2 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.