ML
MRSH

McAdam LLC’s Marsh MRSH Stock Holding History

McAdam LLC’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 		$1.13M Sell
6,793
-234
-3% -$39.1K 0.04% 161
2026
Q1 		$1.22M Buy
7,027
+24
+0.3% +$4.32K 0.05% 147
2025
Q4 		$1.3M Sell
7,003
-7
-0.1% -$1.31K 0.06% 134
2025
Q3 		$1.41M Sell
7,010
-1,414
-17% -$291K 0.07% 119
2025
Q2 		$1.84M Buy
8,424
+4,476
+113% +$1.01M 0.1% 104
2025
Q1 		$963K Buy
3,948
+47
+1% +$10.7K 0.06% 132
2024
Q4 		$829K Buy
3,901
+127
+3% +$28.2K 0.05% 148
2024
Q3 		$842K Buy
3,774
+91
+2% +$20.2K 0.05% 148
2024
Q2 		$776K Sell
3,683
-45
-1% -$9.24K 0.05% 140
2024
Q1 		$768K Sell
3,728
-16
-0.4% -$3.19K 0.05% 131
2023
Q4 		$709K Buy
3,744
+113
+3% +$21.8K 0.05% 132
2023
Q3 		$691K Sell
3,631
-523
-13% -$100K 0.06% 132
2023
Q2 		$781K Buy
4,154
+17
+0.4% +$3.02K 0.06% 124
2023
Q1 		$689K Buy
4,137
+225
+6% +$37.5K 0.06% 129
2022
Q4 		$680K Sell
3,912
-27
-0.7% -$4.42K 0.07% 90
2022
Q3 		$588K Buy
3,939
+23
+0.6% +$3.69K 0.06% 121
2022
Q2 		$608K Buy
3,916
+591
+18% +$94.7K 0.06% 123
2022
Q1 		$567K Sell
3,325
-587
-15% -$92.5K 0.05% 103
2021
Q4 		$680K Hold
3,912
– – 0.07% 90
2021
Q3 		$592K Buy
+3,912
New +$592K 0.07% 89

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

McAdam LLC's MRSH Position: Q2 2026 in Review

McAdam LLC reduced its Marsh (MRSH) stake by 3.3% in Q2 2026, selling an estimated $39.1K and leaving 6,793 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #161.

McAdam LLC first reported a position in MRSH in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.84M in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • McAdam LLC held 6,793 shares of Marsh worth $1.13M as of Q2 2026.
  • McAdam LLC sold 234 Marsh shares in Q2 2026, an estimated $39.1K.
  • Marsh made up 0.04% of McAdam LLC's portfolio in Q2 2026, its #161 holding.
  • McAdam LLC first reported a position in Marsh in Q3 2021 and has held it in 20 quarters since.
  • McAdam LLC's Marsh position peaked at $1.84M in Q2 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.