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 Q2	$244K	Sell	1,464 -3	-0.2%	-$501	0.05%	168
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Detalus Advisors's MRSH Position: Q2 2026 in Review

Detalus Advisors reduced its Marsh (MRSH) stake by 0.2% in Q2 2026, selling an estimated $501 and leaving 1,464 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #168.

Detalus Advisors first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $386K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Detalus Advisors held 1,464 shares of Marsh worth $244K as of Q2 2026.
Detalus Advisors sold 3 Marsh shares in Q2 2026, an estimated $501.
Marsh made up 0.05% of Detalus Advisors's portfolio in Q2 2026, its #168 holding.
Detalus Advisors first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
Detalus Advisors's Marsh position peaked at $386K in Q1 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.