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
Q2 		$615K Sell
3,691
-385
-9% -$64.4K 0.01% 839
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 $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

Mutual Advisors's MRSH Position: Q2 2026 in Review

Mutual Advisors reduced its Marsh (MRSH) stake by 9.4% in Q2 2026, selling an estimated $64.4K and leaving 3,691 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #839.

Mutual Advisors first reported a position in MRSH in Q4 2021 and has held it in 18 quarters since. The position peaked at $832K in Q3 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Mutual Advisors held 3,691 shares of Marsh worth $615K as of Q2 2026.
  • Mutual Advisors sold 385 Marsh shares in Q2 2026, an estimated $64.4K.
  • Marsh made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #839 holding.
  • Mutual Advisors first reported a position in Marsh in Q4 2021 and has held it in 18 quarters since.
  • Mutual Advisors's Marsh position peaked at $832K in Q3 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.