MA
MRSH

Mutual Advisors’s Marsh MRSH Stock Holding History

Mutual 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 		$707K Buy
4,076
+132
+3% +$23.7K 0.02% 722
2025
Q4 		$732K Sell
3,944
-481
-11% -$89.9K 0.02% 704
2025
Q3 		$832K Buy
4,425
+738
+20% +$152K 0.02% 651
2025
Q2 		$776K Buy
3,687
+118
+3% +$26.6K 0.02% 608
2025
Q1 		$782K Buy
3,569
+477
+15% +$108K 0.02% 541
2024
Q4 		$669K Buy
3,092
+211
+7% +$46.8K 0.02% 610
2024
Q3 		$641K Buy
2,881
+356
+14% +$79K 0.02% 624
2024
Q2 		$555K Buy
2,525
+240
+11% +$49.3K 0.02% 661
2024
Q1 		$471K Buy
2,285
+30
+1% +$5.98K 0.02% 711
2023
Q4 		$427K Sell
2,255
-120
-5% -$23.2K 0.01% 701
2023
Q3 		$452K Sell
2,375
-119
-5% -$22.8K 0.02% 647
2023
Q2 		$469K Sell
2,494
-797
-24% -$141K 0.02% 651
2023
Q1 		$548K Buy
3,291
+1,338
+69% +$223K 0.02% 594
2022
Q4 		$323K Buy
1,953
+183
+10% +$29.9K 0.01% 719
2022
Q3 		$264K Buy
+1,770
New +$284K 0.01% 754
2022
Q2 		– Sell
-1,186
Closed -$202K – 903
2022
Q1 		$202K Buy
1,186
+31
+3% +$4.89K 0.01% 828
2021
Q4 		$201K Buy
+1,155
New +$192K 0.01% 857

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

Mutual Advisors's MRSH Position: Q1 2026 in Review

Mutual Advisors increased its Marsh (MRSH) stake by 3.3% in Q1 2026, buying an estimated $23.7K and bringing the position to 4,076 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #722.

Mutual Advisors first reported a position in MRSH in Q4 2021 and has held it in 17 quarters since. The position peaked at $832K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Mutual Advisors held 4,076 shares of Marsh worth $707K as of Q1 2026.
  • Mutual Advisors bought 132 Marsh shares in Q1 2026, an estimated $23.7K.
  • Marsh made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #722 holding.
  • Mutual Advisors first reported a position in Marsh in Q4 2021 and has held it in 17 quarters since.
  • Mutual Advisors's Marsh position peaked at $832K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.