KAS
MRSH

Kestra Advisory Services’s Marsh MRSH Stock Holding History

Kestra 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 		$1.37M Sell
7,896
-2,295
-23% -$413K 0.01% 1523
2025
Q4 		$1.89M Sell
10,191
-1,473
-13% -$275K 0.01% 1246
2025
Q3 		$2.35M Sell
11,664
-225
-2% -$46.3K 0.01% 1062
2025
Q2 		$2.6M Sell
11,889
-6,651
-36% -$1.5M 0.01% 942
2025
Q1 		$4.52M Buy
18,540
+843
+5% +$191K 0.02% 614
2024
Q4 		$3.76M Sell
17,697
-1,971
-10% -$437K 0.02% 695
2024
Q3 		$4.39M Sell
19,668
-4,514
-19% -$1M 0.02% 634
2024
Q2 		$5.06M Buy
24,182
+1,839
+8% +$378K 0.03% 590
2024
Q1 		$4.6M Buy
22,343
+12
+0.1% +$2.39K 0.03% 556
2023
Q4 		$4.23M Buy
22,331
+1,558
+8% +$301K 0.03% 516
2023
Q3 		$3.95M Buy
20,773
+6,994
+51% +$1.34M 0.04% 457
2023
Q2 		$2.59M Sell
13,779
-3,517
-20% -$624K 0.03% 583
2023
Q1 		$2.88M Sell
17,296
-7,525
-30% -$1.25M 0.03% 525
2022
Q4 		$4.11M Buy
24,821
+8,896
+56% +$1.45M 0.04% 503
2022
Q3 		$2.38M Sell
15,925
-5,888
-27% -$945K 0.03% 605
2022
Q2 		$3.39M Buy
21,813
+9,487
+77% +$1.52M 0.03% 478
2022
Q1 		$2.1M Buy
12,326
+251
+2% +$39.6K 0.02% 657
2021
Q4 		$2.1M Sell
12,075
-2,476
-17% -$411K 0.02% 658
2021
Q3 		$2.2M Buy
14,551
+1,869
+15% +$283K 0.02% 663
2021
Q2 		$1.78M Buy
12,682
+75
+0.6% +$10.1K 0.02% 690
2021
Q1 		$1.54M Buy
12,607
+7,416
+143% +$854K 0.02% 685
2020
Q4 		$597K Buy
5,191
+5,127
+8,011% +$583K 0.01% 1117
2020
Q3 		$474K Buy
+64
New +$7.33K 0.01% 910

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Kestra Advisory Services reduced its Marsh (MRSH) stake by 23% in Q1 2026, selling an estimated $413K and leaving 7,896 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1523.

Kestra Advisory Services first reported a position in MRSH in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.06M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Kestra Advisory Services held 7,896 shares of Marsh worth $1.37M as of Q1 2026.
  • Kestra Advisory Services sold 2,295 Marsh shares in Q1 2026, an estimated $413K.
  • Marsh made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1523 holding.
  • Kestra Advisory Services first reported a position in Marsh in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Marsh position peaked at $5.06M in Q2 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.