Detalus Advisors’s Marsh MRSH Stock Holding History

Detalus 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	$254K	Sell	1,467 -113	-7%	-$20.3K	0.06%	152
2025 Q4	$293K	Hold	1,580	–	–	0.07%	139
2025 Q3	$318K	Hold	1,580	–	–	0.08%	129
2025 Q2	$345K	Hold	1,580	–	–	0.1%	122
2025 Q1	$386K	Buy	1,580 +39	+3%	+$8.85K	0.12%	102
2024 Q4	$327K	Hold	1,541	–	–	0.11%	106
2024 Q3	$344K	Hold	1,541	–	–	0.11%	104
2024 Q2	$325K	Hold	1,541	–	–	0.11%	103
2024 Q1	$317K	Hold	1,541	–	–	0.11%	105
2023 Q4	$292K	Hold	1,541	–	–	0.12%	109
2023 Q3	$293K	Hold	1,541	–	–	0.14%	104
2023 Q2	$290K	Hold	1,541	–	–	0.13%	108
2023 Q1	$257K	Hold	1,541	–	–	0.12%	114
2022 Q4	$255K	Buy	+1,541	New	+$252K	0.12%	112

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

Detalus Advisors's MRSH Position: Q1 2026 in Review

Detalus Advisors reduced its Marsh (MRSH) stake by 7.2% in Q1 2026, selling an estimated $20.3K and leaving 1,467 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #152.

Detalus Advisors first reported a position in MRSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $386K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Detalus Advisors held 1,467 shares of Marsh worth $254K as of Q1 2026.
Detalus Advisors sold 113 Marsh shares in Q1 2026, an estimated $20.3K.
Marsh made up 0.06% of Detalus Advisors's portfolio in Q1 2026, its #152 holding.
Detalus Advisors first reported a position in Marsh in Q4 2022 and has held it in 14 quarters since.
Detalus Advisors's Marsh position peaked at $386K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.