Great Valley Advisor Group’s Marsh MRSH Stock Holding History

Great Valley Advisor 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	$1.21M	Buy	+6,995	New	+$1.26M	0.02%	476
2025 Q4	–	Sell	-1,188	Closed	-$239K	–	974
2025 Q3	$239K	Sell	1,188 -63	-5%	-$13K	﹤0.01%	841
2025 Q2	$273K	Sell	1,251 -3	-0.2%	-$677	0.01%	768
2025 Q1	$306K	Sell	1,254 -51	-4%	-$11.6K	0.01%	720
2024 Q4	$277K	Buy	+1,305	New	+$290K	0.01%	711
2023 Q2	–	Sell	-1,662	Closed	-$277K	–	729
2023 Q1	$277K	Buy	+1,662	New	+$277K	0.01%	564
2022 Q2	–	Sell	-1,175	Closed	-$204K	–	703
2022 Q1	$204K	Sell	1,175 -264	-18%	-$41.6K	0.01%	567
2021 Q4	$222K	Sell	1,439 -79	-5%	-$13.1K	0.01%	555
2021 Q3	$230K	Buy	+1,518	New	+$230K	0.02%	524

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

Great Valley Advisor Group's MRSH Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in Marsh (MRSH) in Q1 2026: 6,995 shares worth $1.21M. The stake represents 0.02% of the portfolio and ranks #476 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in MRSH as recently as Q3 2025.

Great Valley Advisor Group first reported a position in MRSH in Q3 2021 and has held it in 9 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Great Valley Advisor Group held 6,995 shares of Marsh worth $1.21M as of Q1 2026.
Marsh was a new Great Valley Advisor Group position in Q1 2026.
Marsh made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #476 holding.
Great Valley Advisor Group first reported a position in Marsh in Q3 2021 and has held it in 9 quarters since.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.