HIA
MRSH

HFM Investment Advisors’s Marsh MRSH Stock Holding History

HFM Investment 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 		$2.17K Buy
13
+6
+86% +$1K ﹤0.01% 426
2026
Q1 		$1.21K Buy
7
+2
+40% +$360 ﹤0.01% 346
2025
Q4 		$928 Hold
5
– – ﹤0.01% 481
2025
Q3 		$1.01K Sell
5
-3
-38% -$617 ﹤0.01% 370
2025
Q2 		$1.75K Buy
8
+5
+167% +$1.13K ﹤0.01% 210
2025
Q1 		$733 Buy
+3
New +$681 ﹤0.01% 204

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

HFM Investment Advisors's MRSH Position: Q2 2026 in Review

HFM Investment Advisors increased its Marsh (MRSH) stake by 86% in Q2 2026, buying an estimated $1K and bringing the position to 13 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

HFM Investment Advisors first reported a position in MRSH in Q1 2025 and has held it in 6 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • HFM Investment Advisors held 13 shares of Marsh worth $2.17K as of Q2 2026.
  • HFM Investment Advisors bought 6 Marsh shares in Q2 2026, an estimated $1K.
  • Marsh made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #426 holding.
  • HFM Investment Advisors first reported a position in Marsh in Q1 2025 and has held it in 6 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.