PIA
MRSH

Powell Investment Advisors’s Marsh MRSH Stock Holding History

Powell 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 		$393K Hold
2,359
– – 0.12% 89
2026
Q1 		$409K Hold
2,359
– – 0.14% 95
2025
Q4 		$438K Hold
2,359
– – 0.15% 90
2025
Q3 		$475K Hold
2,359
– – 0.17% 82
2025
Q2 		$516K Hold
2,359
– – 0.19% 73
2025
Q1 		$576K Hold
2,359
– – 0.28% 54
2024
Q4 		$501K Hold
2,359
– – 0.23% 66
2024
Q3 		$526K Hold
2,359
– – 0.25% 61
2024
Q2 		$497K Hold
2,359
– – 0.26% 61
2024
Q1 		$486K Hold
2,359
– – 0.26% 65
2023
Q4 		$447K Hold
2,359
– – 0.25% 64
2023
Q3 		$449K Hold
2,359
– – 0.27% 61
2023
Q2 		$444K Hold
2,359
– – 0.26% 66
2023
Q1 		$393K Hold
2,359
– – 0.22% 73
2022
Q4 		$390K Hold
2,359
– – 0.23% 73
2022
Q3 		$352K Hold
2,359
– – 0.23% 75
2022
Q2 		$366K Hold
2,359
– – 0.22% 67
2022
Q1 		$402K Buy
2,359
+9
+0.4% +$1.42K 0.23% 61
2021
Q4 		$408K Hold
2,350
– – 0.23% 58
2021
Q3 		$356K Hold
2,350
– – 0.22% 63
2021
Q2 		$331K Hold
2,350
– – 0.2% 68
2021
Q1 		$286K Hold
2,350
– – 0.19% 76
2020
Q4 		$275K Hold
2,350
– – 0.21% 68
2020
Q3 		$270K Hold
2,350
– – 0.23% 67
2020
Q2 		$252K Hold
2,350
– – 0.24% 71
2020
Q1 		$203K Hold
2,350
– – 0.25% 87
2019
Q4 		$262K Buy
+2,350
New +$245K 0.27% 79

Other funds holding MRSH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Powell Investment Advisors held its Marsh (MRSH) position steady in Q2 2026 at 2,359 shares worth $393K. The position accounts for 0.12% of the portfolio, ranked #89.

Powell Investment Advisors first reported a position in MRSH in Q4 2019 and has held it in 27 quarters since. The position peaked at $576K in Q1 2025. 797 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Powell Investment Advisors held 2,359 shares of Marsh worth $393K as of Q2 2026.
  • Powell Investment Advisors left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.12% of Powell Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Powell Investment Advisors first reported a position in Marsh in Q4 2019 and has held it in 27 quarters since.
  • Powell Investment Advisors's Marsh position peaked at $576K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.