GM Advisory Group’s Marsh MRSH Stock Holding History

GM 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	$702K	Sell	4,046 -99	-2%	-$17.8K	0.03%	194
2025 Q4	$769K	Sell	4,145 -33	-0.8%	-$6.17K	0.03%	182
2025 Q3	$842K	Sell	4,178 -36	-0.9%	-$7.4K	0.04%	162
2025 Q2	$921K	Buy	4,214 +132	+3%	+$29.8K	0.05%	148
2025 Q1	$996K	Buy	4,082 +12	+0.3%	+$2.72K	0.05%	130
2024 Q4	$864K	Sell	4,070 -126	-3%	-$28K	0.05%	132
2024 Q3	$936K	Buy	4,196 +160	+4%	+$35.5K	0.06%	117
2024 Q2	$851K	Sell	4,036 -22	-0.5%	-$4.52K	0.05%	124
2024 Q1	$836K	Buy	4,058 +47	+1%	+$9.37K	0.06%	122
2023 Q4	$760K	Buy	4,011 +12	+0.3%	+$2.32K	0.06%	113
2023 Q3	$761K	Buy	3,999 +13	+0.3%	+$2.49K	0.06%	95
2023 Q2	$750K	Buy	+3,986	New	+$707K	0.06%	96

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

GM Advisory Group reduced its Marsh (MRSH) stake by 2.4% in Q1 2026, selling an estimated $17.8K and leaving 4,046 shares worth $702K. The position accounts for 0.03% of the portfolio, ranked #194.

GM Advisory Group first reported a position in MRSH in Q2 2023 and has held it in 12 quarters since. The position peaked at $996K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

GM Advisory Group held 4,046 shares of Marsh worth $702K as of Q1 2026.
GM Advisory Group sold 99 Marsh shares in Q1 2026, an estimated $17.8K.
Marsh made up 0.03% of GM Advisory Group's portfolio in Q1 2026, its #194 holding.
GM Advisory Group first reported a position in Marsh in Q2 2023 and has held it in 12 quarters since.
GM Advisory Group's Marsh position peaked at $996K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.