HIA
MRSH

Harbor Investment Advisory’s Marsh MRSH Stock Holding History

Harbor Investment Advisory’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 		$70.8K Hold
425
– – ﹤0.01% 655
2026
Q1 		$73.7K Sell
425
-49
-10% -$8.81K 0.01% 562
2025
Q4 		$87.9K Buy
474
+15
+3% +$2.8K 0.01% 544
2025
Q3 		$92.5K Buy
459
+4
+0.9% +$823 0.01% 515
2025
Q2 		$99.5K Hold
455
– – 0.01% 491
2025
Q1 		$111K Hold
455
– – 0.01% 452
2024
Q4 		$96.6K Hold
455
– – 0.01% 463
2024
Q3 		$102K Sell
455
-2
-0.4% -$444 0.01% 453
2024
Q2 		$96.3K Sell
457
-13
-3% -$2.67K 0.01% 448
2024
Q1 		$96.8K Buy
470
+43
+10% +$8.57K 0.01% 454
2023
Q4 		$80.9K Hold
427
– – 0.01% 463
2023
Q3 		$81.3K Sell
427
-993
-70% -$190K 0.01% 439
2023
Q2 		$267K Hold
1,420
– – 0.04% 299
2023
Q1 		$237K Sell
1,420
-327
-19% -$54.5K 0.04% 316
2022
Q4 		$289K Buy
1,747
+512
+41% +$83.7K 0.05% 286
2022
Q3 		$184K Buy
1,235
+8
+0.7% +$1.28K 0.03% 348
2022
Q2 		$190K Hold
1,227
– – 0.03% 347
2022
Q1 		$209K Sell
1,227
-55
-4% -$8.67K 0.03% 370
2021
Q4 		$223K Buy
1,282
+148
+13% +$24.6K 0.03% 356
2021
Q3 		$172K Hold
1,134
– – 0.02% 394
2021
Q2 		$160K Buy
1,134
+55
+5% +$7.37K 0.02% 401
2021
Q1 		$131K Hold
1,079
– – 0.02% 421
2020
Q4 		$126K Sell
1,079
-122
-10% -$13.9K 0.02% 403
2020
Q3 		$138K Buy
1,201
+374
+45% +$42.9K 0.03% 331
2020
Q2 		$89K Buy
827
+6
+0.7% +$607 0.02% 365
2020
Q1 		$71K Buy
821
+13
+2% +$1.39K 0.02% 362
2019
Q4 		$90K Buy
+808
New +$84.4K 0.02% 341

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Harbor Investment Advisory's MRSH Position: Q2 2026 in Review

Harbor Investment Advisory held its Marsh (MRSH) position steady in Q2 2026 at 425 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Harbor Investment Advisory first reported a position in MRSH in Q4 2019 and has held it in 27 quarters since. The position peaked at $289K in Q4 2022. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Harbor Investment Advisory held 425 shares of Marsh worth $70.8K as of Q2 2026.
  • Harbor Investment Advisory left its Marsh share count unchanged in Q2 2026.
  • Marsh made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #655 holding.
  • Harbor Investment Advisory first reported a position in Marsh in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Marsh position peaked at $289K in Q4 2022.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.