Lloyd Advisory Services’s Marsh MRSH Stock Holding History

Lloyd 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	$1.68K	Buy	+10	New	+$1.67K	﹤0.01%	534
2026 Q1	–	Sell	-91	Closed	-$16.9K	–	976
2025 Q4	$16.9K	Buy	+91	New	+$17K	0.01%	349
2022 Q2	–	Sell	-31	Closed	-$5K	–	369
2022 Q1	$5K	Buy	31 +20	+182%	+$3.15K	﹤0.01%	450
2021 Q4	$2K	Hold	11	–	–	﹤0.01%	379
2021 Q3	$2K	Hold	11	–	–	﹤0.01%	347
2021 Q2	$2K	Buy	+11	New	+$1.48K	﹤0.01%	354

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

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

Lloyd Advisory Services opened a new position in Marsh (MRSH) in Q2 2026: 10 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in MRSH as recently as Q4 2025.

Lloyd Advisory Services first reported a position in MRSH in Q2 2021 and has held it in 6 quarters since. The position peaked at $16.9K in Q4 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Lloyd Advisory Services held 10 shares of Marsh worth $1.68K as of Q2 2026.
Marsh was a new Lloyd Advisory Services position in Q2 2026.
Marsh made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #534 holding.
Lloyd Advisory Services first reported a position in Marsh in Q2 2021 and has held it in 6 quarters since.
Lloyd Advisory Services's Marsh position peaked at $16.9K in Q4 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.