Prime Capital Investment Advisors’s Marsh MRSH Stock Holding History

Prime Capital 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	$389K	Sell	2,336 -22	-0.9%	-$3.68K	﹤0.01%	775
2026 Q1	$409K	Sell	2,358 -306	-11%	-$55K	﹤0.01%	731
2025 Q4	$494K	Sell	2,664 -798	-23%	-$149K	0.01%	658
2025 Q3	$698K	Sell	3,462 -204	-6%	-$42K	0.01%	553
2025 Q2	$801K	Sell	3,666 -1,093	-23%	-$247K	0.01%	515
2025 Q1	$1.16M	Buy	4,759 +1,369	+40%	+$311K	0.01%	467
2024 Q4	$720K	Sell	3,390 -335	-9%	-$74.3K	0.01%	487
2024 Q3	$831K	Sell	3,725 -131	-3%	-$29.1K	0.01%	476
2024 Q2	$813K	Buy	3,856 +6	+0.2%	+$1.23K	0.01%	473
2024 Q1	$793K	Buy	3,850 +143	+4%	+$28.5K	0.01%	509
2023 Q4	$702K	Buy	+3,707	New	+$716K	0.01%	494
2021 Q2	–	Sell	-331	Closed	-$40K	–	481
2021 Q1	$40K	Buy	+331	New	+$38.1K	﹤0.01%	352
2019 Q1	–	Sell	-618	Closed	-$49K	–	407
2018 Q4	$49K	Buy	+618	New	+$51.5K	0.02%	158

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Prime Capital Investment Advisors's MRSH Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Marsh (MRSH) stake by 0.93% in Q2 2026, selling an estimated $3.68K and leaving 2,336 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Prime Capital Investment Advisors first reported a position in MRSH in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.16M in Q1 2025. 1,102 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Prime Capital Investment Advisors held 2,336 shares of Marsh worth $389K as of Q2 2026.
Prime Capital Investment Advisors sold 22 Marsh shares in Q2 2026, an estimated $3.68K.
Marsh made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #775 holding.
Prime Capital Investment Advisors first reported a position in Marsh in Q4 2018 and has held it in 13 quarters since.
Prime Capital Investment Advisors's Marsh position peaked at $1.16M in Q1 2025.
1,102 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.