KFA
MRSH

Kelleher Financial Advisors’s Marsh MRSH Stock Holding History

Kelleher Financial 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 		$797K Buy
4,779
+3,074
+180% +$514K 0.11% 128
2026
Q1 		$302K Sell
1,705
-75
-4% -$13.5K 0.08% 163
2025
Q4 		$330K Buy
1,780
+2
+0.1% +$374 0.08% 157
2025
Q3 		$358K Buy
1,778
+1
+0.1% +$206 0.09% 132
2025
Q2 		$389K Buy
+1,777
New +$401K 0.13% 97
2022
Q3 		– Sell
-1,834
Closed -$284K – 136
2022
Q2 		$284K Buy
+1,834
New +$294K 0.13% 105
2018
Q1 		– Sell
-2,994
Closed -$243K – 89
2017
Q4 		$243K Hold
2,994
– – 0.38% 69
2017
Q3 		$250K Hold
2,994
– – 0.53% 61
2017
Q2 		$233K Hold
2,994
– – 0.45% 68
2017
Q1 		$221K Hold
2,994
– – 0.47% 75
2016
Q4 		$202K Hold
2,994
– – 0.11% 129
2016
Q3 		$201K Hold
2,994
– – 0.11% 124
2016
Q2 		$204K Sell
2,994
-1,000
-25% -$64.2K 0.12% 124
2016
Q1 		$242K Hold
3,994
– – 0.13% 134
2015
Q4 		$221K Hold
3,994
– – 0.15% 100
2015
Q3 		$208K Hold
3,994
– – 0.14% 102
2015
Q2 		$226K Sell
3,994
-3,000
-43% -$173K 0.13% 99
2015
Q1 		$392K Hold
6,994
– – 0.22% 78
2014
Q4 		$400K Hold
6,994
– – 0.21% 74
2014
Q3 		$380K Hold
6,994
– – 0.21% 76
2014
Q2 		$362K Hold
6,994
– – 0.19% 78
2014
Q1 		$344K Hold
6,994
– – 0.19% 78
2013
Q4 		$338K Hold
6,994
– – 0.17% 77
2013
Q3 		$305K Hold
6,994
– – 0.17% 73
2013
Q2 		$279K Buy
+6,994
New +$274K 0.17% 77

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

Kelleher Financial Advisors's MRSH Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Marsh (MRSH) stake by 180% in Q2 2026, buying an estimated $514K and bringing the position to 4,779 shares worth $797K. The position accounts for 0.11% of the portfolio, ranked #128.

Kelleher Financial Advisors first reported a position in MRSH in Q2 2013 and has held it in 25 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Kelleher Financial Advisors held 4,779 shares of Marsh worth $797K as of Q2 2026.
  • Kelleher Financial Advisors bought 3,074 Marsh shares in Q2 2026, an estimated $514K.
  • Marsh made up 0.11% of Kelleher Financial Advisors's portfolio in Q2 2026, its #128 holding.
  • Kelleher Financial Advisors first reported a position in Marsh in Q2 2013 and has held it in 25 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.