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 Q2	$1.07M	Sell	6,440 -555	-8%	-$92.8K	0.02%	532
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Great Valley Advisor Group's MRSH Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Marsh (MRSH) stake by 7.9% in Q2 2026, selling an estimated $92.8K and leaving 6,440 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #532.

Great Valley Advisor Group first reported a position in MRSH in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.21M in Q1 2026. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Great Valley Advisor Group held 6,440 shares of Marsh worth $1.07M as of Q2 2026.
Great Valley Advisor Group sold 555 Marsh shares in Q2 2026, an estimated $92.8K.
Marsh made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #532 holding.
Great Valley Advisor Group first reported a position in Marsh in Q3 2021 and has held it in 10 quarters since.
Great Valley Advisor Group's Marsh position peaked at $1.21M in Q1 2026.
1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.