MLRA
MRSH

Main Line Retirement Advisors’s Marsh MRSH Stock Holding History

Main Line Retirement 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
Q2 		$237K Buy
1,423
+1
+0.1% +$167 0.11% 47
2026
Q1 		$247K Buy
1,422
+1
+0.1% +$180 0.12% 43
2025
Q4 		$264K Buy
1,421
+1
+0.1% +$187 0.13% 41
2025
Q3 		$286K Buy
1,420
+1
+0.1% +$206 0.15% 37
2025
Q2 		$310K Hold
1,419
– – 0.18% 33
2025
Q1 		$346K Buy
1,419
+1
+0.1% +$227 0.22% 29
2024
Q4 		$301K Buy
1,418
+1
+0.1% +$222 0.2% 31
2024
Q3 		$316K Hold
1,417
– – 0.22% 26
2024
Q2 		$299K Hold
1,417
– – 0.23% 28
2024
Q1 		$292K Buy
1,417
+208
+17% +$41.5K 0.23% 28
2023
Q4 		$229K Buy
+1,209
New +$234K 0.2% 33
2023
Q2 		$227K Buy
+1,209
New +$215K 0.21% 27

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Main Line Retirement Advisors's MRSH Position: Q2 2026 in Review

Main Line Retirement Advisors increased its Marsh (MRSH) stake by 0.07% in Q2 2026, buying an estimated $167 and bringing the position to 1,423 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #47.

Main Line Retirement Advisors first reported a position in MRSH in Q2 2023 and has held it in 12 quarters since. The position peaked at $346K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Main Line Retirement Advisors held 1,423 shares of Marsh worth $237K as of Q2 2026.
  • Main Line Retirement Advisors bought 1 Marsh share in Q2 2026, an estimated $167.
  • Marsh made up 0.11% of Main Line Retirement Advisors's portfolio in Q2 2026, its #47 holding.
  • Main Line Retirement Advisors first reported a position in Marsh in Q2 2023 and has held it in 12 quarters since.
  • Main Line Retirement Advisors's Marsh position peaked at $346K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.