DAS
MRSH

Diversify Advisory Services’s Marsh MRSH Stock Holding History

Diversify Advisory Services’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 		– Sell
-5,911
Closed -$1.08M – 610
2025
Q4 		$1.08M Buy
5,911
+454
+8% +$84.9K 0.03% 383
2025
Q3 		$967K Sell
5,457
-939
-15% -$193K 0.03% 377
2025
Q2 		$1.31M Buy
+6,396
New +$1.44M 0.05% 271
2025
Q1 		– Sell
-3,504
Closed -$733K – 668
2024
Q4 		$733K Sell
3,504
-659
-16% -$146K 0.04% 287
2024
Q3 		$923K Sell
4,163
-194
-4% -$43.1K 0.05% 266
2024
Q2 		$923K Sell
4,357
-784
-15% -$161K 0.05% 262
2024
Q1 		$1.05M Buy
+5,141
New +$1.02M 0.06% 239

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diversify Advisory Services's MRSH Position: Q1 2026 in Review

Diversify Advisory Services sold out of Marsh (MRSH) in Q1 2026, closing a stake of 5,911 shares — an estimated $1.08M sold.

Diversify Advisory Services first reported a position in MRSH in Q1 2024 and held it in 7 quarters. The position peaked at $1.31M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Diversify Advisory Services reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 5,911 Marsh shares in Q1 2026, an estimated $1.08M.
  • Diversify Advisory Services first reported a position in Marsh in Q1 2024 and held it in 7 quarters.
  • Diversify Advisory Services's Marsh position peaked at $1.31M in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.