Level Four Advisory Services’s Marsh MRSH Stock Holding History

Level Four 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	$767K	Buy	4,423 +353	+9%	+$63.5K	0.03%	478
2025 Q4	$755K	Buy	4,070 +287	+8%	+$53.6K	0.02%	468
2025 Q3	$762K	Buy	3,783 +301	+9%	+$61.9K	0.03%	459
2025 Q2	$761K	Sell	3,482 -17	-0.5%	-$3.84K	0.03%	438
2025 Q1	$854K	Buy	3,499 +2	+0.1%	+$454	0.04%	388
2024 Q4	$743K	Buy	3,497 +109	+3%	+$24.2K	0.03%	417
2024 Q3	$739K	Sell	3,388 -19	-0.6%	-$4.22K	0.03%	424
2024 Q2	$718K	Buy	3,407 +472	+16%	+$97K	0.03%	410
2024 Q1	$556K	Hold	2,935	–	–	0.03%	443
2023 Q4	$556K	Sell	2,935 -139	-5%	-$26.9K	0.03%	439
2023 Q3	$585K	Buy	3,074 +38	+1%	+$7.28K	0.04%	402
2023 Q2	$571K	Sell	3,036 -139	-4%	-$24.7K	0.03%	431
2023 Q1	$529K	Buy	+3,175	New	+$529K	0.03%	411

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

Level Four Advisory Services's MRSH Position: Q1 2026 in Review

Level Four Advisory Services increased its Marsh (MRSH) stake by 8.7% in Q1 2026, buying an estimated $63.5K and bringing the position to 4,423 shares worth $767K. The position accounts for 0.03% of the portfolio, ranked #478.

Level Four Advisory Services first reported a position in MRSH in Q1 2023 and has held it in 13 quarters since. The position peaked at $854K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Level Four Advisory Services held 4,423 shares of Marsh worth $767K as of Q1 2026.
Level Four Advisory Services bought 353 Marsh shares in Q1 2026, an estimated $63.5K.
Marsh made up 0.03% of Level Four Advisory Services's portfolio in Q1 2026, its #478 holding.
Level Four Advisory Services first reported a position in Marsh in Q1 2023 and has held it in 13 quarters since.
Level Four Advisory Services's Marsh position peaked at $854K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.