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Foundations Investment Advisors’s Marsh MRSH Stock Holding History

Foundations Investment 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 		$1.78M Buy
10,709
+8,507
+386% +$1.42M 0.02% 431
2026
Q1 		$382K Buy
2,202
+258
+13% +$46.4K ﹤0.01% 813
2025
Q4 		$361K Sell
1,944
-200
-9% -$37.4K ﹤0.01% 832
2025
Q3 		$432K Sell
2,144
-2,050
-49% -$422K 0.01% 710
2025
Q2 		$917K Sell
4,194
-20
-0.5% -$4.51K 0.01% 454
2025
Q1 		$1.03M Buy
4,214
+1,150
+38% +$261K 0.02% 400
2024
Q4 		$651K Sell
3,064
-92
-3% -$20.4K 0.01% 484
2024
Q3 		$704K Buy
3,156
+296
+10% +$65.7K 0.01% 434
2024
Q2 		$603K Buy
2,860
+62
+2% +$12.7K 0.01% 452
2024
Q1 		$576K Buy
2,798
+7
+0.3% +$1.4K 0.02% 438
2023
Q4 		$541K Buy
2,791
+211
+8% +$40.8K 0.01% 421
2023
Q3 		$491K Buy
2,580
+86
+3% +$16.5K 0.02% 387
2023
Q2 		$469K Buy
2,494
+16
+0.6% +$2.84K 0.02% 375
2023
Q1 		$413K Buy
2,478
+24
+1% +$4K 0.01% 346
2022
Q4 		$406K Buy
2,454
+299
+14% +$48.9K 0.02% 307
2022
Q3 		$322K Buy
+2,155
New +$346K 0.01% 313

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's MRSH Position: Q2 2026 in Review

Foundations Investment Advisors increased its Marsh (MRSH) stake by 386% in Q2 2026, buying an estimated $1.42M and bringing the position to 10,709 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #431.

Foundations Investment Advisors first reported a position in MRSH in Q3 2022 and has held it in 16 quarters since. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Foundations Investment Advisors held 10,709 shares of Marsh worth $1.78M as of Q2 2026.
  • Foundations Investment Advisors bought 8,507 Marsh shares in Q2 2026, an estimated $1.42M.
  • Marsh made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #431 holding.
  • Foundations Investment Advisors first reported a position in Marsh in Q3 2022 and has held it in 16 quarters since.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.