HVIA
MRSH

Hudson Valley Investment Advisors’s Marsh MRSH Stock Holding History

Hudson Valley 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 		$4.38M Sell
26,268
-985
-4% -$165K 0.53% 50
2026
Q1 		$4.73M Sell
27,253
-5,444
-17% -$979K 0.61% 47
2025
Q4 		$6.07M Sell
32,697
-14,375
-31% -$2.69M 0.67% 42
2025
Q3 		$9.49M Buy
47,072
+91
+0.2% +$18.7K 0.99% 30
2025
Q2 		$10.3M Sell
46,981
-1,384
-3% -$312K 1.12% 20
2025
Q1 		$11.8M Sell
48,365
-1,549
-3% -$351K 1.41% 20
2024
Q4 		$10.6M Sell
49,914
-418
-0.8% -$92.7K 1.2% 25
2024
Q3 		$11.2M Buy
50,332
+3,276
+7% +$727K 1.24% 24
2024
Q2 		$9.02M Sell
47,056
-7,006
-13% -$1.44M 1.17% 26
2024
Q1 		$11.1M Buy
54,062
+12,645
+31% +$2.52M 1.33% 18
2023
Q4 		$7.94M Sell
41,417
-2,939
-7% -$568K 1.09% 26
2023
Q3 		$8.44M Sell
44,356
-398
-0.9% -$76.3K 1.19% 24
2023
Q2 		$8.42M Buy
44,754
+2,030
+5% +$360K 1.14% 25
2023
Q1 		$7.12M Buy
42,724
+483
+1% +$80.5K 0.99% 30
2022
Q4 		$6.99M Buy
42,241
+820
+2% +$134K 1.06% 28
2022
Q3 		$6.18M Sell
41,421
-205
-0.5% -$32.9K 0.99% 29
2022
Q2 		$6.46M Sell
41,626
-2,967
-7% -$475K 1.01% 29
2022
Q1 		$7.6M Sell
44,593
-3,058
-6% -$482K 1.02% 25
2021
Q4 		$8.28M Sell
47,651
-303
-0.6% -$50.3K 1.29% 23
2021
Q3 		$7.26M Sell
47,954
-394
-0.8% -$59.6K 1.25% 22
2021
Q2 		$6.8M Sell
48,348
-2,215
-4% -$297K 1.18% 24
2021
Q1 		$6.16M Buy
50,563
+2,108
+4% +$243K 1.1% 29
2020
Q4 		$5.67M Buy
48,455
+200
+0.4% +$22.7K 1.08% 32
2020
Q3 		$5.54M Buy
48,255
+417
+0.9% +$47.8K 1.19% 25
2020
Q2 		$5.14M Buy
47,838
+83
+0.2% +$8.4K 1.19% 26
2020
Q1 		$4.13M Buy
47,755
+2,353
+5% +$251K 1.14% 28
2019
Q4 		$5.06M Buy
45,402
+967
+2% +$101K 1.08% 32
2019
Q3 		$4.45M Buy
44,435
+370
+0.8% +$37K 1.03% 35
2019
Q2 		$4.39M Sell
44,065
-395
-0.9% -$37.8K 1.02% 33
2019
Q1 		$4.17M Sell
44,460
-8,663
-16% -$766K 1.01% 37
2018
Q4 		$4.24M Buy
53,123
+15,730
+42% +$1.31M 0.98% 35
2018
Q3 		$3.09M Buy
37,393
+145
+0.4% +$12.3K 0.72% 41
2018
Q2 		$3.05M Buy
37,248
+670
+2% +$54.7K 0.75% 40
2018
Q1 		$3.02M Buy
36,578
+1,287
+4% +$107K 0.76% 42
2017
Q4 		$2.87M Buy
35,291
+1,300
+4% +$108K 0.71% 49
2017
Q3 		$2.85M Buy
33,991
+1,068
+3% +$84.7K 0.74% 49
2017
Q2 		$2.57M Buy
32,923
+11,500
+54% +$868K 0.71% 50
2017
Q1 		$1.58M Buy
21,423
+1,725
+9% +$123K 0.44% 68
2016
Q4 		$1.33M Buy
19,698
+4,516
+30% +$303K 0.39% 71
2016
Q3 		$1.02M Buy
15,182
+1,766
+13% +$118K 0.32% 78
2016
Q2 		$918K Buy
13,416
+2,191
+20% +$141K 0.29% 82
2016
Q1 		$682K Buy
11,225
+965
+9% +$54K 0.22% 92
2015
Q4 		$569K Buy
10,260
+770
+8% +$42.4K 0.18% 103
2015
Q3 		$496K Buy
+9,490
New +$530K 0.16% 106

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hudson Valley Investment Advisors's MRSH Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Marsh (MRSH) stake by 3.6% in Q2 2026, selling an estimated $165K and leaving 26,268 shares worth $4.38M. The position accounts for 0.53% of the portfolio, ranked #50.

Hudson Valley Investment Advisors first reported a position in MRSH in Q3 2015 and has held it in 44 quarters since. The position peaked at $11.8M in Q1 2025. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Hudson Valley Investment Advisors held 26,268 shares of Marsh worth $4.38M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 985 Marsh shares in Q2 2026, an estimated $165K.
  • Marsh made up 0.53% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Hudson Valley Investment Advisors first reported a position in Marsh in Q3 2015 and has held it in 44 quarters since.
  • Hudson Valley Investment Advisors's Marsh position peaked at $11.8M in Q1 2025.
  • 602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.