Kovack Advisors’s Marsh MRSH Stock Holding History

Kovack 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 Q1	–	Sell	-1,202	Closed	-$223K	–	1068
2025 Q4	$223K	Buy	+1,202	New	+$225K	0.01%	899

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kovack Advisors's MRSH Position: Q1 2026 in Review

Kovack Advisors sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,202 shares — an estimated $223K sold.

Kovack Advisors first reported a position in MRSH in Q4 2025 and held it in 1 quarter. The position peaked at $223K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Kovack Advisors reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
Kovack Advisors sold 1,202 Marsh shares in Q1 2026, an estimated $223K.
Kovack Advisors first reported a position in Marsh in Q4 2025 and held it in 1 quarter.
Kovack Advisors's Marsh position peaked at $223K in Q4 2025.
1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.