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 Q2	$2.35M	Buy	14,106 +6,210	+79%	+$1.04M	0.01%	1234
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 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

Kestra Advisory Services's MRSH Position: Q2 2026 in Review

Kestra Advisory Services increased its Marsh (MRSH) stake by 79% in Q2 2026, buying an estimated $1.04M and bringing the position to 14,106 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #1234.

Kestra Advisory Services first reported a position in MRSH in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.06M in Q2 2024. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Kestra Advisory Services held 14,106 shares of Marsh worth $2.35M as of Q2 2026.
Kestra Advisory Services bought 6,210 Marsh shares in Q2 2026, an estimated $1.04M.
Marsh made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1234 holding.
Kestra Advisory Services first reported a position in Marsh in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's Marsh position peaked at $5.06M in Q2 2024.
1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.