OIA
MRSH

OneDigital Investment Advisors’s Marsh MRSH Stock Holding History

OneDigital 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
Q2 		$1.56M Sell
9,373
-5,694
-38% -$952K 0.01% 587
2026
Q1 		$2.61M Sell
15,067
-399
-3% -$71.7K 0.03% 411
2025
Q4 		$2.87M Sell
15,466
-173
-1% -$32.3K 0.03% 379
2025
Q3 		$3.15M Sell
15,639
-1,382
-8% -$284K 0.03% 327
2025
Q2 		$3.72M Sell
17,021
-217
-1% -$49K 0.04% 286
2025
Q1 		$4.21M Sell
17,238
-2,695
-14% -$611K 0.05% 262
2024
Q4 		$4.23M Buy
19,933
+5,018
+34% +$1.11M 0.05% 270
2024
Q3 		$3.33M Sell
14,915
-1,256
-8% -$279K 0.04% 318
2024
Q2 		$3.41M Buy
16,171
+7,340
+83% +$1.51M 0.04% 298
2024
Q1 		$1.82M Buy
8,831
+184
+2% +$36.7K 0.03% 357
2023
Q4 		$1.64M Buy
8,647
+297
+4% +$57.4K 0.03% 356
2023
Q3 		$1.59M Buy
8,350
+1,489
+22% +$285K 0.03% 325
2023
Q2 		$1.29M Sell
6,861
-2,766
-29% -$491K 0.03% 359
2023
Q1 		$1.6M Buy
9,627
+4,254
+79% +$709K 0.04% 309
2022
Q4 		$889K Sell
5,373
-39
-0.7% -$6.38K 0.03% 379
2022
Q3 		$808K Sell
5,412
-948
-15% -$152K 0.03% 345
2022
Q2 		$987K Buy
6,360
+322
+5% +$51.6K 0.04% 262
2022
Q1 		$1.03M Buy
6,038
+3,304
+121% +$521K 0.04% 269
2021
Q4 		$475K Sell
2,734
-1,526
-36% -$253K 0.02% 459
2021
Q3 		$645K Buy
4,260
+77
+2% +$11.6K 0.03% 357
2021
Q2 		$589K Buy
4,183
+851
+26% +$114K 0.02% 367
2021
Q1 		$406K Buy
3,332
+331
+11% +$38.1K 0.02% 427
2020
Q4 		$351K Buy
3,001
+212
+8% +$24.1K 0.02% 441
2020
Q3 		$320K Buy
+2,789
New +$320K 0.02% 414
2019
Q3 		– Sell
-1,148
Closed -$115K – 927
2019
Q2 		$115K Sell
1,148
-54
-4% -$5.17K 0.01% 448
2019
Q1 		$113K Hold
1,202
– – 0.02% 355
2018
Q4 		$96K Hold
1,202
– – 0.02% 343
2018
Q3 		$99K Hold
1,202
– – 0.02% 277
2018
Q2 		$99K Hold
1,202
– – 0.02% 340
2018
Q1 		$99K Hold
1,202
– – 0.02% 345
2017
Q4 		$98K Buy
+1,202
New +$99.9K 0.01% 342

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

OneDigital Investment Advisors's MRSH Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Marsh (MRSH) stake by 38% in Q2 2026, selling an estimated $952K and leaving 9,373 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #587.

OneDigital Investment Advisors first reported a position in MRSH in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.23M in Q4 2024. 966 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • OneDigital Investment Advisors held 9,373 shares of Marsh worth $1.56M as of Q2 2026.
  • OneDigital Investment Advisors sold 5,694 Marsh shares in Q2 2026, an estimated $952K.
  • Marsh made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #587 holding.
  • OneDigital Investment Advisors first reported a position in Marsh in Q4 2017 and has held it in 31 quarters since.
  • OneDigital Investment Advisors's Marsh position peaked at $4.23M in Q4 2024.
  • 966 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.