OA
MRSH

Operose Advisors’s Marsh MRSH Stock Holding History

Operose 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 		$7.83K Sell
47
-124
-73% -$20.7K ﹤0.01% 419
2026
Q1 		$29.7K Buy
171
+130
+317% +$23.4K 0.01% 327
2025
Q4 		$7.61K Hold
41
– – ﹤0.01% 394
2025
Q3 		$8.26K Hold
41
– – ﹤0.01% 373
2025
Q2 		$8.96K Hold
41
– – ﹤0.01% 342
2025
Q1 		$10K Sell
41
-17
-29% -$3.86K ﹤0.01% 318
2024
Q4 		$12.3K Sell
58
-223
-79% -$49.5K ﹤0.01% 294
2024
Q3 		$62.7K Buy
281
+41
+17% +$9.1K 0.02% 243
2024
Q2 		$50.6K Hold
240
– – 0.02% 236
2024
Q1 		$49.4K Hold
240
– – 0.02% 247
2023
Q4 		$45.5K Sell
240
-155
-39% -$30K 0.02% 231
2023
Q3 		$75.2K Buy
+395
New +$75.7K 0.03% 245

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

Operose Advisors's MRSH Position: Q2 2026 in Review

Operose Advisors reduced its Marsh (MRSH) stake by 73% in Q2 2026, selling an estimated $20.7K and leaving 47 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Operose Advisors first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $75.2K in Q3 2023. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Operose Advisors held 47 shares of Marsh worth $7.83K as of Q2 2026.
  • Operose Advisors sold 124 Marsh shares in Q2 2026, an estimated $20.7K.
  • Marsh made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #419 holding.
  • Operose Advisors first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
  • Operose Advisors's Marsh position peaked at $75.2K in Q3 2023.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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