New England Capital Financial Advisors’s Marsh MRSH Stock Holding History

New England Capital Financial 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	$68.7K	Buy	412 +2	+0.5%	+$334	0.02%	117
2026 Q1	$71.1K	Buy	410 +2	+0.5%	+$360	0.02%	105
2025 Q4	$75.6K	Hold	408	–	–	0.03%	104
2025 Q3	$82.1K	Buy	408 +1	+0.2%	+$206	0.03%	95
2025 Q2	$89.1K	Hold	407	–	–	0.04%	85
2025 Q1	$99.4K	Sell	407 -19	-4%	-$4.31K	0.05%	82
2024 Q4	$90.6K	Sell	426 -30	-7%	-$6.66K	0.04%	87
2024 Q3	$102K	Hold	456	–	–	0.05%	76
2024 Q2	$96.1K	Sell	456 -57	-11%	-$11.7K	0.05%	77
2024 Q1	$106K	Sell	513 -29	-5%	-$5.78K	0.06%	69
2023 Q4	$103K	Hold	542	–	–	0.06%	76
2023 Q3	$103K	Buy	542 +1	+0.2%	+$192	0.07%	71
2023 Q2	$102K	Hold	541	–	–	0.07%	74
2023 Q1	$90.1K	Sell	541 -144	-21%	-$24K	0.06%	79
2022 Q4	$119K	Buy	+685	New	+$112K	0.08%	68

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New England Capital Financial Advisors's MRSH Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Marsh (MRSH) stake by 0.49% in Q2 2026, buying an estimated $334 and bringing the position to 412 shares worth $68.7K. The position accounts for 0.02% of the portfolio, ranked #117.

New England Capital Financial Advisors first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $119K in Q4 2022. 1,045 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

New England Capital Financial Advisors held 412 shares of Marsh worth $68.7K as of Q2 2026.
New England Capital Financial Advisors bought 2 Marsh shares in Q2 2026, an estimated $334.
Marsh made up 0.02% of New England Capital Financial Advisors's portfolio in Q2 2026, its #117 holding.
New England Capital Financial Advisors first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Marsh position peaked at $119K in Q4 2022.
1,045 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.