Gladstone Institutional Advisory
MRSH icon

Gladstone Institutional Advisory’s Marsh MRSH Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$254K Sell
1,489
-148
-9% -$27.1K 0.01% 869
2026
Q2 		$273K Buy
1,637
+18
+1% +$3.01K 0.01% 771
2026
Q1 		$281K Buy
1,619
+103
+7% +$18.5K 0.01% 690
2025
Q4 		$281K Sell
1,516
-525
-26% -$98.1K 0.01% 655
2025
Q3 		$411K Buy
2,041
+172
+9% +$35.4K 0.02% 572
2025
Q2 		$409K Buy
1,869
+24
+1% +$5.42K 0.02% 548
2025
Q1 		$450K Sell
1,845
-183
-9% -$41.5K 0.02% 489
2024
Q4 		$431K Sell
2,028
-353
-15% -$78.3K 0.02% 502
2024
Q3 		$531K Buy
2,381
+10
+0.4% +$2.22K 0.03% 434
2024
Q2 		$500K Sell
2,371
-59
-2% -$12.1K 0.03% 421
2024
Q1 		$501K Sell
2,430
-558
-19% -$111K 0.03% 409
2023
Q4 		$566K Sell
2,988
-307
-9% -$59.3K 0.03% 396
2023
Q3 		$627K Sell
3,295
-267
-7% -$51.2K 0.04% 351
2023
Q2 		$670K Sell
3,562
-1,182
-25% -$210K 0.04% 349
2023
Q1 		$790K Sell
4,744
-1,028
-18% -$171K 0.05% 330
2022
Q4 		$955K Buy
5,772
+94
+2% +$15.4K 0.07% 285
2022
Q3 		$848K Buy
5,678
+218
+4% +$35K 0.07% 300
2022
Q2 		$848K Buy
5,460
+1,201
+28% +$192K 0.07% 308
2022
Q1 		$726K Sell
4,259
-2,567
-38% -$405K 0.05% 355
2021
Q4 		$1.19M Sell
6,826
-1,121
-14% -$186K 0.09% 248
2021
Q3 		$1.2M Buy
7,947
+2,295
+41% +$347K 0.12% 209
2021
Q2 		$795K Buy
+5,652
New +$758K 0.1% 223

Other funds holding MRSH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Gladstone Institutional Advisory's MRSH Position: Q3 2026 in Review

Gladstone Institutional Advisory reduced its Marsh (MRSH) stake by 9% in Q3 2026, selling an estimated $27.1K and leaving 1,489 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #869.

Gladstone Institutional Advisory first reported a position in MRSH in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.2M in Q3 2021. 1,296 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Gladstone Institutional Advisory held 1,489 shares of Marsh worth $254K as of Q3 2026.
  • Gladstone Institutional Advisory sold 148 Marsh shares in Q3 2026, an estimated $27.1K.
  • Marsh made up 0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #869 holding.
  • Gladstone Institutional Advisory first reported a position in Marsh in Q2 2021 and has held it in 22 quarters since.
  • Gladstone Institutional Advisory's Marsh position peaked at $1.2M in Q3 2021.
  • 1,296 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.