HWA
MRSH

Heritage Wealth Advisors’s Marsh MRSH Stock Holding History

Heritage 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
Q1 		$68K Buy
392
+89
+29% +$16K ﹤0.01% 285
2025
Q4 		$56.2K Sell
303
-21
-6% -$3.92K ﹤0.01% 310
2025
Q3 		$65.3K Sell
324
-13
-4% -$2.67K ﹤0.01% 279
2025
Q2 		$73.7K Hold
337
– – ﹤0.01% 268
2025
Q1 		$82.2K Sell
337
-57
-14% -$12.9K ﹤0.01% 260
2024
Q4 		$83.7K Buy
394
+6
+2% +$1.33K ﹤0.01% 268
2024
Q3 		$86.5K Buy
388
+47
+14% +$10.4K ﹤0.01% 279
2024
Q2 		$71.8K Hold
341
– – ﹤0.01% 280
2024
Q1 		$70.2K Hold
341
– – ﹤0.01% 296
2023
Q4 		$64.6K Sell
341
-12,611
-97% -$2.44M ﹤0.01% 314
2023
Q3 		$2.46M Hold
12,952
– – 0.13% 49
2023
Q2 		$2.44M Sell
12,952
-158
-1% -$28K 0.13% 51
2023
Q1 		$2.18M Sell
13,110
-141
-1% -$23.5K 0.12% 51
2022
Q4 		$2.19M Buy
13,251
+337
+3% +$55.1K 0.13% 53
2022
Q3 		$1.93M Hold
12,914
– – 0.14% 49
2022
Q2 		$2M Hold
12,914
– – 0.14% 49
2022
Q1 		$2.2M Hold
12,914
– – 0.12% 54
2021
Q4 		$2.25M Hold
12,914
– – 0.12% 59
2021
Q3 		$1.96M Sell
12,914
-1,794
-12% -$271K 0.12% 59
2021
Q2 		$2.07M Sell
14,708
-1,530
-9% -$205K 0.13% 60
2021
Q1 		$1.98M Hold
16,238
– – 0.12% 56
2020
Q4 		$1.9M Buy
16,238
+2,397
+17% +$272K 0.12% 61
2020
Q3 		$1.59M Hold
13,841
– – 0.2% 46
2020
Q2 		$1.49M Hold
13,841
– – 0.21% 47
2020
Q1 		$1.2M Sell
13,841
-12
-0.1% -$1.28K 0.21% 50
2019
Q4 		$1.54M Buy
13,853
+13
+0.1% +$1.36K 0.2% 47
2019
Q3 		$1.38M Sell
13,840
-1
-0% -$100 0.2% 51
2019
Q2 		$1.38M Buy
13,841
+12,611
+1,025% +$1.21M 0.21% 45
2019
Q1 		$115K Buy
1,230
+1
+0.1% +$88 0.02% 167
2018
Q4 		$98K Hold
1,229
– – 0.02% 166
2018
Q3 		$101K Buy
+1,229
New +$104K 0.02% 157

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Advisors's MRSH Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Marsh (MRSH) stake by 29% in Q1 2026, buying an estimated $16K and bringing the position to 392 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Heritage Wealth Advisors first reported a position in MRSH in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.46M in Q3 2023. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Heritage Wealth Advisors held 392 shares of Marsh worth $68K as of Q1 2026.
  • Heritage Wealth Advisors bought 89 Marsh shares in Q1 2026, an estimated $16K.
  • Marsh made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #285 holding.
  • Heritage Wealth Advisors first reported a position in Marsh in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Marsh position peaked at $2.46M in Q3 2023.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.