MGIA
MRSH

Moneta Group Investment Advisors’s Marsh MRSH Stock Holding History

Moneta Group Investment 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 		$3.69M Sell
21,247
-817
-4% -$147K 0.03% 199
2025
Q4 		$4.09M Sell
22,064
-474
-2% -$88.6K 0.03% 184
2025
Q3 		$4.54M Buy
22,538
+967
+4% +$199K 0.04% 169
2025
Q2 		$4.72M Buy
21,571
+12,766
+145% +$2.88M 0.06% 143
2025
Q1 		$2.15M Sell
8,805
-339
-4% -$76.9K 0.03% 202
2024
Q4 		$1.94M Buy
9,144
+117
+1% +$26K 0.03% 212
2024
Q3 		$2.01M Buy
9,027
+43
+0.5% +$9.54K 0.03% 197
2024
Q2 		$1.89M Sell
8,984
-213
-2% -$43.8K 0.03% 192
2024
Q1 		$1.89M Sell
9,197
-45
-0.5% -$8.97K 0.03% 193
2023
Q4 		$1.75M Sell
9,242
-253
-3% -$48.9K 0.03% 187
2023
Q3 		$1.81M Sell
9,495
-100
-1% -$19.2K 0.04% 171
2023
Q2 		$1.8M Buy
9,595
+15
+0.2% +$2.66K 0.04% 173
2023
Q1 		$1.6M Buy
9,580
+854
+10% +$142K 0.04% 185
2022
Q4 		$1.53M Sell
8,726
-504
-5% -$82.4K 0.04% 172
2022
Q3 		$1.38M Sell
9,230
-554
-6% -$88.9K 0.05% 163
2022
Q2 		$1.52M Buy
9,784
+1,358
+16% +$218K 0.05% 165
2022
Q1 		$1.44M Sell
8,426
-422
-5% -$66.5K 0.06% 163
2021
Q4 		$1.54M Buy
8,848
+270
+3% +$44.9K 0.06% 158
2021
Q3 		$1.3M Sell
8,578
-2
-0% -$302 0.06% 164
2021
Q2 		$1.21M Buy
8,580
+411
+5% +$55.1K 0.06% 176
2021
Q1 		$995K Buy
8,169
+84
+1% +$9.67K 0.05% 178
2020
Q4 		$946K Buy
+8,085
New +$919K 0.07% 150
2018
Q1 		– Sell
-6
Closed – – 684
2017
Q4 		$0 Buy
+6
New +$499 ﹤0.01% 521

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moneta Group Investment Advisors's MRSH Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Marsh (MRSH) stake by 3.7% in Q1 2026, selling an estimated $147K and leaving 21,247 shares worth $3.69M. The position accounts for 0.03% of the portfolio, ranked #199.

Moneta Group Investment Advisors first reported a position in MRSH in Q4 2017 and has held it in 23 quarters since. The position peaked at $4.72M in Q2 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Moneta Group Investment Advisors held 21,247 shares of Marsh worth $3.69M as of Q1 2026.
  • Moneta Group Investment Advisors sold 817 Marsh shares in Q1 2026, an estimated $147K.
  • Marsh made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #199 holding.
  • Moneta Group Investment Advisors first reported a position in Marsh in Q4 2017 and has held it in 23 quarters since.
  • Moneta Group Investment Advisors's Marsh position peaked at $4.72M in Q2 2025.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.