IAA
MRSH

Independent Advisor Alliance’s Marsh MRSH Stock Holding History

Independent Advisor Alliance’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 		$742K Buy
4,279
+469
+12% +$84.3K 0.01% 969
2025
Q4 		$707K Sell
3,810
-966
-20% -$181K 0.02% 562
2025
Q3 		$963K Sell
4,776
-133
-3% -$27.4K 0.03% 450
2025
Q2 		$1.07M Buy
4,909
+28
+0.6% +$6.32K 0.03% 402
2025
Q1 		$1.19M Buy
4,881
+246
+5% +$55.8K 0.04% 344
2024
Q4 		$985K Buy
4,635
+2,523
+119% +$560K 0.01% 733
2024
Q3 		$471K Sell
2,112
-5
-0.2% -$1.11K 0.02% 470
2024
Q2 		$446K Buy
2,117
+376
+22% +$77.2K 0.02% 488
2024
Q1 		$359K Buy
1,741
+59
+4% +$11.8K 0.01% 528
2023
Q4 		$319K Sell
1,682
-111
-6% -$21.4K 0.01% 538
2023
Q3 		$341K Buy
1,793
+1
+0.1% +$192 0.02% 488
2023
Q2 		$337K Buy
1,792
+172
+11% +$30.5K 0.01% 508
2023
Q1 		$270K Buy
+1,620
New +$270K 0.01% 535
2022
Q4 		– Sell
-1,676
Closed -$250K – 542
2022
Q3 		$250K Buy
1,676
+8
+0.5% +$1.28K 0.01% 529
2022
Q2 		$259K Sell
1,668
-110
-6% -$17.6K 0.01% 519
2022
Q1 		$303K Sell
1,778
-13
-0.7% -$2.05K 0.01% 504
2021
Q4 		$311K Buy
1,791
+3
+0.2% +$498 0.02% 511
2021
Q3 		$271K Buy
1,788
+169
+10% +$25.6K 0.02% 511
2021
Q2 		$228K Buy
+1,619
New +$217K 0.01% 559
2018
Q4 		– Sell
-2,592
Closed -$214K – 441
2018
Q3 		$214K Sell
2,592
-132
-5% -$11.2K 0.04% 333
2018
Q2 		$221K Buy
2,724
+27
+1% +$2.2K 0.05% 298
2018
Q1 		$218K Buy
2,697
+9
+0.3% +$746 0.05% 305
2017
Q4 		$220K Buy
2,688
+5
+0.2% +$416 0.05% 284
2017
Q3 		$224K Buy
+2,683
New +$213K 0.06% 241

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

Independent Advisor Alliance's MRSH Position: Q1 2026 in Review

Independent Advisor Alliance increased its Marsh (MRSH) stake by 12% in Q1 2026, buying an estimated $84.3K and bringing the position to 4,279 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #969.

Independent Advisor Alliance first reported a position in MRSH in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.19M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Independent Advisor Alliance held 4,279 shares of Marsh worth $742K as of Q1 2026.
  • Independent Advisor Alliance bought 469 Marsh shares in Q1 2026, an estimated $84.3K.
  • Marsh made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #969 holding.
  • Independent Advisor Alliance first reported a position in Marsh in Q3 2017 and has held it in 24 quarters since.
  • Independent Advisor Alliance's Marsh position peaked at $1.19M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.