IA
MRSH

Intellus Advisors’s Marsh MRSH Stock Holding History

Intellus 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 		– Sell
-3,205
Closed -$556K – 137
2026
Q1 		$556K Buy
3,205
+964
+43% +$173K 0.08% 71
2025
Q4 		$416K Hold
2,241
– – 0.06% 83
2025
Q3 		$452K Hold
2,241
– – 0.06% 83
2025
Q2 		$490K Hold
2,241
– – 0.07% 82
2025
Q1 		$547K Buy
2,241
+1,050
+88% +$238K 0.1% 72
2024
Q4 		$253K Buy
+1,191
New +$264K 0.04% 96

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Intellus Advisors's MRSH Position: Q2 2026 in Review

Intellus Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 3,205 shares — an estimated $556K sold.

Intellus Advisors first reported a position in MRSH in Q4 2024 and held it in 6 quarters. The position peaked at $556K in Q1 2026. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Intellus Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Intellus Advisors sold 3,205 Marsh shares in Q2 2026, an estimated $556K.
  • Intellus Advisors first reported a position in Marsh in Q4 2024 and held it in 6 quarters.
  • Intellus Advisors's Marsh position peaked at $556K in Q1 2026.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.