Pure Financial Advisors’s Marsh MRSH Stock Holding History

Pure Financial 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	$564K	Buy	3,381 +1,820	+117%	+$304K	0.01%	355
2026 Q1	$271K	Sell	1,561 -1,263	-45%	-$227K	﹤0.01%	482
2025 Q4	$524K	Buy	2,824 +180	+7%	+$33.6K	0.01%	302
2025 Q3	$533K	Sell	2,644 -319	-11%	-$65.6K	0.01%	299
2025 Q2	$648K	Buy	2,963 +941	+47%	+$212K	0.01%	252
2025 Q1	$493K	Buy	2,022 +462	+30%	+$105K	0.01%	237
2024 Q4	$331K	Sell	1,560 -1,066	-41%	-$236K	0.01%	273
2024 Q3	$586K	Buy	2,626 +29	+1%	+$6.44K	0.01%	198
2024 Q2	$547K	Buy	2,597 +43	+2%	+$8.83K	0.02%	194
2024 Q1	$526K	Buy	2,554 +63	+3%	+$12.6K	0.02%	191
2023 Q4	$472K	Buy	2,491 +86	+4%	+$16.6K	0.02%	196
2023 Q3	$458K	Buy	+2,405	New	+$461K	0.02%	178

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

Pure Financial Advisors's MRSH Position: Q2 2026 in Review

Pure Financial Advisors increased its Marsh (MRSH) stake by 117% in Q2 2026, buying an estimated $304K and bringing the position to 3,381 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #355.

Pure Financial Advisors first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $648K in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Pure Financial Advisors held 3,381 shares of Marsh worth $564K as of Q2 2026.
Pure Financial Advisors bought 1,820 Marsh shares in Q2 2026, an estimated $304K.
Marsh made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #355 holding.
Pure Financial Advisors first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
Pure Financial Advisors's Marsh position peaked at $648K in Q2 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.