IAAG
MRSH

Innovative Asset Advisors Group’s Marsh MRSH Stock Holding History

Innovative Asset Advisors Group’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 		$227K Buy
1,360
+47
+4% +$7.86K 0.1% 164
2026
Q1 		$228K Buy
+1,313
New +$236K 0.13% 126

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Innovative Asset Advisors Group's MRSH Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Marsh (MRSH) stake by 3.6% in Q2 2026, buying an estimated $7.86K and bringing the position to 1,360 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #164.

Innovative Asset Advisors Group first reported a position in MRSH in Q1 2026 and has held it in 2 quarters since. The position peaked at $228K in Q1 2026. 1,420 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Innovative Asset Advisors Group held 1,360 shares of Marsh worth $227K as of Q2 2026.
  • Innovative Asset Advisors Group bought 47 Marsh shares in Q2 2026, an estimated $7.86K.
  • Marsh made up 0.1% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #164 holding.
  • Innovative Asset Advisors Group first reported a position in Marsh in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Marsh position peaked at $228K in Q1 2026.
  • 1,420 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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