Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Marsh MRSH Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-2
Closed -$275 – 574
2026
Q2 		$275 Buy
+2
New +$334 ﹤0.01% 612
2025
Q4 		– Sell
-11
Closed -$2.22K – 599
2025
Q3 		$2.22K Buy
+11
New +$2.26K ﹤0.01% 544
2025
Q2 		– Sell
-10
Closed -$2.51K – 517
2025
Q1 		$2.51K Sell
10
-200
-95% -$45.4K ﹤0.01% 381
2024
Q4 		$44.6K Buy
+210
New +$46.6K ﹤0.01% 156

Other funds holding MRSH

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Halbert Hargrove Global Advisors's MRSH Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Marsh (MRSH) in Q3 2026, closing a stake of 2 shares — an estimated $275 sold.

Halbert Hargrove Global Advisors first reported a position in MRSH in Q4 2024 and held it in 4 quarters. The position peaked at $44.6K in Q4 2024. 1,180 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Marsh position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2 Marsh shares in Q3 2026, an estimated $275.
  • Halbert Hargrove Global Advisors first reported a position in Marsh in Q4 2024 and held it in 4 quarters.
  • Halbert Hargrove Global Advisors's Marsh position peaked at $44.6K in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.