Integrated Advisors Network’s Marsh MRSH Stock Holding History

Integrated Advisors Network’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	$595K	Sell	3,572 -604	-14%	-$101K	0.03%	430
2026 Q1	$724K	Sell	4,176 -191	-4%	-$34.3K	0.04%	385
2025 Q4	$810K	Sell	4,367 -676	-13%	-$126K	0.04%	380
2025 Q3	$1.02M	Sell	5,043 -397	-7%	-$81.7K	0.04%	361
2025 Q2	$1.19M	Buy	5,440 +91	+2%	+$20.5K	0.05%	313
2025 Q1	$1.31M	Buy	5,349 +505	+10%	+$115K	0.07%	278
2024 Q4	$1.03M	Buy	4,844 +58	+1%	+$12.9K	0.05%	300
2024 Q3	$1.07M	Sell	4,786 -228	-5%	-$50.6K	0.05%	304
2024 Q2	$1.06M	Buy	5,014 +366	+8%	+$75.2K	0.05%	299
2024 Q1	$957K	Buy	4,648 +8	+0.2%	+$1.59K	0.05%	317
2023 Q4	$879K	Sell	4,640 -44	-0.9%	-$8.5K	0.05%	310
2023 Q3	$891K	Buy	4,684 +67	+1%	+$12.8K	0.05%	301
2023 Q2	$868K	Buy	4,617 +98	+2%	+$17.4K	0.05%	310
2023 Q1	$753K	Sell	4,519 -141	-3%	-$23.5K	0.05%	335
2022 Q4	$771K	Sell	4,660 -1,176	-20%	-$192K	0.05%	339
2022 Q3	$871K	Sell	5,836 -198	-3%	-$31.8K	0.06%	290
2022 Q2	$937K	Buy	6,034 +1,218	+25%	+$195K	0.06%	292
2022 Q1	$821K	Sell	4,816 -212	-4%	-$33.4K	0.05%	345
2021 Q4	$874K	Buy	5,028 +687	+16%	+$114K	0.05%	316
2021 Q3	$657K	Buy	4,341 +2,695	+164%	+$408K	0.04%	357
2021 Q2	$232K	Buy	+1,646	New	+$221K	0.02%	532

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

Integrated Advisors Network's MRSH Position: Q2 2026 in Review

Integrated Advisors Network reduced its Marsh (MRSH) stake by 14% in Q2 2026, selling an estimated $101K and leaving 3,572 shares worth $595K. The position accounts for 0.03% of the portfolio, ranked #430.

Integrated Advisors Network first reported a position in MRSH in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.31M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Integrated Advisors Network held 3,572 shares of Marsh worth $595K as of Q2 2026.
Integrated Advisors Network sold 604 Marsh shares in Q2 2026, an estimated $101K.
Marsh made up 0.03% of Integrated Advisors Network's portfolio in Q2 2026, its #430 holding.
Integrated Advisors Network first reported a position in Marsh in Q2 2021 and has held it in 21 quarters since.
Integrated Advisors Network's Marsh position peaked at $1.31M in Q1 2025.
1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.