Persium Advisors’s Marsh MRSH Stock Holding History

Persium 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	–	Sell	-4,047	Closed	-$702K	–	72
2026 Q1	$702K	Buy	4,047 +350	+9%	+$62.9K	0.55%	41
2025 Q4	$686K	Buy	+3,697	New	+$691K	0.49%	42

Other funds holding MRSH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Persium Advisors's MRSH Position: Q2 2026 in Review

Persium Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 4,047 shares — an estimated $702K sold.

Persium Advisors first reported a position in MRSH in Q4 2025 and held it in 2 quarters. The position peaked at $702K in Q1 2026. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Persium Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
Persium Advisors sold 4,047 Marsh shares in Q2 2026, an estimated $702K.
Persium Advisors first reported a position in Marsh in Q4 2025 and held it in 2 quarters.
Persium Advisors's Marsh position peaked at $702K in Q1 2026.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Persium Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.