HighTower Advisors’s Marsh MRSH Stock Holding History

HighTower 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
2025 Q4	–	Sell	-1,000	Closed	-$3.3K	–	3849
2025 Q3	$3.3K	Hold	1,000	–	–	﹤0.01%	3740
2025 Q2	$8.5K	Hold	1,000	–	–	﹤0.01%	3655
2025 Q1	$530	Hold	1,000	–	–	﹤0.01%	3675
2024 Q4	$2.98K	Hold	1,000	–	–	﹤0.01%	3659
2024 Q3	$750	Hold	1,000	–	–	﹤0.01%	3678
2024 Q2	$800	Hold	1,000	–	–	﹤0.01%	3573
2024 Q1	$1.3K	Buy	+1,000	New	+$199K	﹤0.01%	3507

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

HighTower Advisors's MRSH Position: Q2 2026 in Review

HighTower Advisors reduced its Marsh (MRSH) stake by 3.3% in Q2 2026, selling an estimated $1.44M and leaving 249,599 shares worth $41.6M. The position accounts for 0.04% of the portfolio, ranked #425.

HighTower Advisors first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $81.3M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

HighTower Advisors held 249,599 shares of Marsh worth $41.6M as of Q2 2026.
HighTower Advisors sold 8,644 Marsh shares in Q2 2026, an estimated $1.44M.
Marsh made up 0.04% of HighTower Advisors's portfolio in Q2 2026, its #425 holding.
HighTower Advisors first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
HighTower Advisors's Marsh position peaked at $81.3M in Q1 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.