Empower Advisory Group
MRSH

Empower Advisory Group’s Marsh MRSH Stock Holding History

Empower Advisory Group’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 		$631K Sell
3,640
-368
-9% -$66.2K ﹤0.01% 292
2025
Q4 		$744K Buy
4,008
+369
+10% +$69K ﹤0.01% 287
2025
Q3 		$733K Sell
3,639
-58
-2% -$11.9K ﹤0.01% 281
2025
Q2 		$808K Buy
3,697
+485
+15% +$109K ﹤0.01% 263
2025
Q1 		$784K Sell
3,212
-275
-8% -$62.4K ﹤0.01% 259
2024
Q4 		$741K Buy
3,487
+152
+5% +$33.7K ﹤0.01% 277
2024
Q3 		$744K Sell
3,335
-4
-0.1% -$888 ﹤0.01% 260
2024
Q2 		$704K Buy
3,339
+42
+1% +$8.63K ﹤0.01% 261
2024
Q1 		$679K Buy
3,297
+12
+0.4% +$2.39K ﹤0.01% 262
2023
Q4 		$622K Sell
3,285
-1
-0% -$193 ﹤0.01% 275
2023
Q3 		$625K Buy
3,286
+193
+6% +$37K ﹤0.01% 274
2023
Q2 		$582K Sell
3,093
-16
-0.5% -$2.84K ﹤0.01% 286
2023
Q1 		$524K Buy
+3,109
New +$518K ﹤0.01% 302

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

Empower Advisory Group's MRSH Position: Q1 2026 in Review

Empower Advisory Group reduced its Marsh (MRSH) stake by 9.2% in Q1 2026, selling an estimated $66.2K and leaving 3,640 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Empower Advisory Group first reported a position in MRSH in Q1 2023 and has held it in 13 quarters since. The position peaked at $808K in Q2 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Empower Advisory Group held 3,640 shares of Marsh worth $631K as of Q1 2026.
  • Empower Advisory Group sold 368 Marsh shares in Q1 2026, an estimated $66.2K.
  • Marsh made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #292 holding.
  • Empower Advisory Group first reported a position in Marsh in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Marsh position peaked at $808K in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.