HWA
MRSH

HCR Wealth Advisors’s Marsh MRSH Stock Holding History

HCR Wealth 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 		$226K Sell
1,358
-76
-5% -$12.7K 0.02% 241
2026
Q1 		$249K Buy
1,434
+16
+1% +$2.88K 0.03% 214
2025
Q4 		$263K Buy
1,418
+84
+6% +$15.7K 0.03% 208
2025
Q3 		$266K Sell
1,334
-4
-0.3% -$823 0.03% 198
2025
Q2 		$293K Hold
1,338
– – 0.03% 188
2025
Q1 		$327K Hold
1,338
– – 0.04% 174
2024
Q4 		$284K Sell
1,338
-129
-9% -$28.6K 0.04% 185
2024
Q3 		$327K Hold
1,467
– – 0.04% 174
2024
Q2 		$309K Hold
1,467
– – 0.04% 173
2024
Q1 		$302K Sell
1,467
-74
-5% -$14.7K 0.05% 171
2023
Q4 		$292K Buy
+1,541
New +$298K 0.05% 158

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

HCR Wealth Advisors's MRSH Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Marsh (MRSH) stake by 5.3% in Q2 2026, selling an estimated $12.7K and leaving 1,358 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #241.

HCR Wealth Advisors first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $327K in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • HCR Wealth Advisors held 1,358 shares of Marsh worth $226K as of Q2 2026.
  • HCR Wealth Advisors sold 76 Marsh shares in Q2 2026, an estimated $12.7K.
  • Marsh made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #241 holding.
  • HCR Wealth Advisors first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • HCR Wealth Advisors's Marsh position peaked at $327K in Q3 2024.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.