PAG
MRSH

Private Advisor Group’s Marsh MRSH Stock Holding History

Private Advisor Group’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
Q1 		$2.12M Sell
12,236
-39
-0.3% -$7.01K 0.01% 1039
2025
Q4 		$2.28M Buy
12,275
+249
+2% +$46.5K 0.01% 973
2025
Q3 		$2.42M Sell
12,026
-359
-3% -$73.8K 0.01% 922
2025
Q2 		$2.71M Sell
12,385
-423
-3% -$95.5K 0.01% 833
2025
Q1 		$3.13M Buy
12,808
+146
+1% +$33.1K 0.02% 708
2024
Q4 		$2.69M Sell
12,662
-1,421
-10% -$315K 0.02% 753
2024
Q3 		$3.14M Sell
14,083
-937
-6% -$208K 0.02% 691
2024
Q2 		$3.17M Buy
15,020
+329
+2% +$67.6K 0.02% 655
2024
Q1 		$3.03M Buy
14,691
+126
+0.9% +$25.1K 0.02% 639
2023
Q4 		$2.76M Buy
14,565
+2,363
+19% +$457K 0.02% 640
2023
Q3 		$2.32M Sell
12,202
-517
-4% -$99.1K 0.02% 652
2023
Q2 		$2.39M Sell
12,719
-491
-4% -$87.1K 0.02% 648
2023
Q1 		$2.2M Sell
13,210
-650
-5% -$108K 0.02% 640
2022
Q4 		$432K Sell
13,860
-888
-6% -$145K 0.02% 618
2022
Q3 		$2.2M Sell
14,748
-17,614
-54% -$2.83M 0.03% 589
2022
Q2 		$5.02M Sell
32,362
-1,649
-5% -$264K 0.04% 405
2022
Q1 		$5.8M Buy
34,011
+1,799
+6% +$284K 0.04% 397
2021
Q4 		$5.6M Sell
32,212
-14,934
-32% -$2.48M 0.04% 417
2021
Q3 		$7.14M Buy
47,146
+17,812
+61% +$2.69M 0.05% 401
2021
Q2 		$4.13M Buy
29,334
+925
+3% +$124K 0.04% 474
2021
Q1 		$3.46M Sell
28,409
-2,604
-8% -$300K 0.03% 494
2020
Q4 		$3.63M Buy
31,013
+1,581
+5% +$180K 0.04% 435
2020
Q3 		$3.28M Buy
29,432
+686
+2% +$78.6K 0.04% 390
2020
Q2 		$3.09M Buy
28,746
+3,121
+12% +$316K 0.04% 396
2020
Q1 		$2.22M Sell
25,625
-11,701
-31% -$1.25M 0.04% 407
2019
Q4 		$4.16M Sell
37,326
-7,211
-16% -$753K 0.06% 311
2019
Q3 		$4.48M Buy
44,537
+3,690
+9% +$369K 0.07% 284
2019
Q2 		$4.08M Buy
40,847
+2,443
+6% +$234K 0.07% 285
2019
Q1 		$3.61M Buy
38,404
+13,204
+52% +$1.17M 0.07% 283
2018
Q4 		$2.01M Sell
25,200
-1,737
-6% -$145K 0.05% 383
2018
Q3 		$2.23M Buy
26,937
+6,017
+29% +$510K 0.05% 399
2018
Q2 		$1.72M Buy
20,920
+13,323
+175% +$1.09M 0.03% 326
2018
Q1 		$628K Sell
7,597
-14,006
-65% -$1.16M 0.02% 578
2017
Q4 		$1.77M Sell
21,603
-6,011
-22% -$500K 0.07% 270
2017
Q3 		$2.3M Buy
27,614
+609
+2% +$48.3K 0.06% 324
2017
Q2 		$2.11M Sell
27,005
-2,699
-9% -$204K 0.06% 326
2017
Q1 		$1.82M Buy
29,704
+15,412
+108% +$1.1M 0.05% 364
2016
Q4 		$964K Buy
14,292
+5,131
+56% +$344K 0.03% 508
2016
Q3 		$608K Sell
9,161
-3,231
-26% -$216K 0.02% 585
2016
Q2 		$832K Buy
12,392
+2,978
+32% +$191K 0.03% 462
2016
Q1 		$567K Sell
9,414
-2,405
-20% -$135K 0.03% 542
2015
Q4 		$655K Buy
11,819
+142
+1% +$7.83K 0.03% 515
2015
Q3 		$610K Sell
11,677
-5,166
-31% -$288K 0.03% 500
2015
Q2 		$955K Buy
16,843
+6,721
+66% +$388K 0.05% 391
2015
Q1 		$568K Sell
10,122
-15,801
-61% -$891K 0.03% 517
2014
Q4 		$1.48M Sell
25,923
-3,989
-13% -$219K 0.1% 258
2014
Q3 		$1.57M Sell
29,912
-2,155
-7% -$112K 0.11% 215
2014
Q2 		$1.66M Sell
32,067
-408
-1% -$20.3K 0.14% 160
2014
Q1 		$1.6M Sell
32,475
-6,915
-18% -$331K 0.17% 143
2013
Q4 		$1.91M Buy
+39,390
New +$1.83M 0.21% 105

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Private Advisor Group's MRSH Position: Q1 2026 in Review

Private Advisor Group reduced its Marsh (MRSH) stake by 0.32% in Q1 2026, selling an estimated $7.01K and leaving 12,236 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #1039.

Private Advisor Group first reported a position in MRSH in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.14M in Q3 2021. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Private Advisor Group held 12,236 shares of Marsh worth $2.12M as of Q1 2026.
  • Private Advisor Group sold 39 Marsh shares in Q1 2026, an estimated $7.01K.
  • Marsh made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1039 holding.
  • Private Advisor Group first reported a position in Marsh in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's Marsh position peaked at $7.14M in Q3 2021.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.