Journey Advisory Group’s Marsh MRSH Stock Holding History

Journey Advisory 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	$370K	Sell	2,220 -4	-0.2%	-$669	0.03%	226
2026 Q1	$437K	Hold	2,224	–	–	0.04%	189
2025 Q4	$444K	Buy	2,224 +424	+24%	+$79.3K	0.04%	196
2025 Q3	$363K	Buy	1,800 +100	+6%	+$20.6K	0.03%	223
2025 Q2	$372K	Hold	1,700	–	–	0.03%	225
2025 Q1	$415K	Sell	1,700 -220	-11%	-$49.9K	0.03%	210
2024 Q4	$405K	Hold	1,920	–	–	0.05%	170
2024 Q3	$405K	Hold	1,920	–	–	0.05%	170
2024 Q2	$405K	Hold	1,920	–	–	0.05%	170
2024 Q1	$395K	Hold	1,920	–	–	0.05%	178
2023 Q4	$364K	Hold	1,920	–	–	0.05%	165
2023 Q3	$365K	Hold	1,920	–	–	0.05%	164
2023 Q2	$361K	Sell	1,920 -15	-0.8%	-$2.66K	0.05%	168
2023 Q1	$322K	Buy	1,935 +120	+7%	+$20K	0.05%	178
2022 Q4	$300K	Sell	1,815 -290	-14%	-$47.4K	0.07%	179
2022 Q3	$314K	Hold	2,105	–	–	0.08%	181
2022 Q2	$341K	Hold	2,105	–	–	0.08%	188
2022 Q1	$359K	Hold	2,105	–	–	0.09%	168
2021 Q4	$366K	Buy	+2,105	New	+$350K	0.1%	162

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Journey Advisory Group's MRSH Position: Q2 2026 in Review

Journey Advisory Group reduced its Marsh (MRSH) stake by 0.18% in Q2 2026, selling an estimated $669 and leaving 2,220 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #226.

Journey Advisory Group first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $444K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Journey Advisory Group held 2,220 shares of Marsh worth $370K as of Q2 2026.
Journey Advisory Group sold 4 Marsh shares in Q2 2026, an estimated $669.
Marsh made up 0.03% of Journey Advisory Group's portfolio in Q2 2026, its #226 holding.
Journey Advisory Group first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
Journey Advisory Group's Marsh position peaked at $444K in Q4 2025.
1,005 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.