Insigneo Advisory Services’s Marsh MRSH Stock Holding History

Insigneo Advisory Services’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	$431K	Sell	2,487 -531	-18%	-$95.5K	0.03%	408
2025 Q4	$560K	Buy	3,018 +181	+6%	+$33.8K	0.04%	341
2025 Q3	$572K	Buy	2,837 +1,446	+104%	+$297K	0.04%	332
2025 Q2	$304K	Buy	1,391 +113	+9%	+$25.5K	0.03%	456
2025 Q1	$312K	Buy	1,278 +82	+7%	+$18.6K	0.03%	404
2024 Q4	$254K	Sell	1,196 -288	-19%	-$63.9K	0.03%	459
2024 Q3	$331K	Sell	1,484 -389	-21%	-$86.3K	0.03%	421
2024 Q2	$405K	Buy	1,873 +117	+7%	+$24K	0.05%	339
2024 Q1	$362K	Buy	1,756 +157	+10%	+$31.3K	0.04%	336
2023 Q4	$303K	Buy	1,599 +416	+35%	+$80.4K	0.04%	328
2023 Q3	$225K	Buy	+1,183	New	+$227K	0.05%	341

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Insigneo Advisory Services's MRSH Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Marsh (MRSH) stake by 18% in Q1 2026, selling an estimated $95.5K and leaving 2,487 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #408.

Insigneo Advisory Services first reported a position in MRSH in Q3 2023 and has held it in 11 quarters since. The position peaked at $572K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Insigneo Advisory Services held 2,487 shares of Marsh worth $431K as of Q1 2026.
Insigneo Advisory Services sold 531 Marsh shares in Q1 2026, an estimated $95.5K.
Marsh made up 0.03% of Insigneo Advisory Services's portfolio in Q1 2026, its #408 holding.
Insigneo Advisory Services first reported a position in Marsh in Q3 2023 and has held it in 11 quarters since.
Insigneo Advisory Services's Marsh position peaked at $572K in Q3 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.