FFA
MRSH

Farther Finance Advisors’s Marsh MRSH Stock Holding History

Farther Finance 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 		$1.26M Sell
7,543
-1,009
-12% -$169K 0.01% 964
2026
Q1 		$1.47M Buy
8,552
+392
+5% +$70.5K 0.01% 781
2025
Q4 		$1.51M Buy
8,160
+1,507
+23% +$282K 0.02% 703
2025
Q3 		$1.34M Buy
6,653
+2,354
+55% +$484K 0.02% 595
2025
Q2 		$940K Buy
4,299
+385
+10% +$86.9K 0.02% 617
2025
Q1 		$955K Sell
3,914
-222
-5% -$50.4K 0.02% 526
2024
Q4 		$878K Sell
4,136
-10
-0.2% -$2.22K 0.03% 401
2024
Q3 		$925K Sell
4,146
-179
-4% -$39.7K 0.03% 374
2024
Q2 		$909K Buy
4,325
+1,986
+85% +$408K 0.04% 324
2024
Q1 		$477K Buy
2,339
+871
+59% +$174K 0.03% 405
2023
Q4 		$278K Buy
1,468
+964
+191% +$186K 0.02% 475
2023
Q3 		$95.9K Buy
504
+52
+12% +$9.97K 0.02% 576
2023
Q2 		$85K Sell
452
-1
-0.2% -$177 0.02% 513
2023
Q1 		$75.4K Buy
453
+147
+48% +$24.5K 0.02% 489
2022
Q4 		$50.6K Buy
+306
New +$50K 0.02% 480

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

Farther Finance Advisors's MRSH Position: Q2 2026 in Review

Farther Finance Advisors reduced its Marsh (MRSH) stake by 12% in Q2 2026, selling an estimated $169K and leaving 7,543 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #964.

Farther Finance Advisors first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q4 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Farther Finance Advisors held 7,543 shares of Marsh worth $1.26M as of Q2 2026.
  • Farther Finance Advisors sold 1,009 Marsh shares in Q2 2026, an estimated $169K.
  • Marsh made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #964 holding.
  • Farther Finance Advisors first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Marsh position peaked at $1.51M in Q4 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.