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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Halbert Hargrove Global Advisors's MRSH Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Marsh (MRSH) in Q2 2026: 2 shares worth $275. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in MRSH as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in MRSH in Q4 2024 and has held it in 4 quarters since. The position peaked at $44.6K in Q4 2024. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Halbert Hargrove Global Advisors held 2 shares of Marsh worth $275 as of Q2 2026.
Marsh was a new Halbert Hargrove Global Advisors position in Q2 2026.
Marsh made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #612 holding.
Halbert Hargrove Global Advisors first reported a position in Marsh in Q4 2024 and has held it in 4 quarters since.
Halbert Hargrove Global Advisors's Marsh position peaked at $44.6K in Q4 2024.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.