River Wealth Advisors
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River Wealth Advisors’s Marsh MRSH Stock Holding History

River Wealth 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
Q3 		$321K Sell
1,882
-6,698
-78% -$1.23M 0.03% 166
2026
Q2 		$1.43M Sell
8,580
-866
-9% -$145K 0.15% 92
2026
Q1 		$1.64M Sell
9,446
-517
-5% -$92.9K 0.19% 84
2025
Q4 		$1.85M Sell
9,963
-2,455
-20% -$459K 0.21% 80
2025
Q3 		$2.5M Sell
12,418
-173
-1% -$35.6K 0.29% 71
2025
Q2 		$2.75M Sell
12,591
-304
-2% -$68.6K 0.34% 67
2025
Q1 		$3.15M Sell
12,895
-617
-5% -$140K 0.44% 55
2024
Q4 		$2.87M Sell
13,512
-373
-3% -$82.8K 0.38% 61
2024
Q3 		$3.1M Sell
13,885
-209
-1% -$46.4K 0.41% 67
2024
Q2 		$2.97M Sell
14,094
-600
-4% -$123K 0.43% 63
2024
Q1 		$3.03M Sell
14,694
-443
-3% -$88.3K 0.44% 61
2023
Q4 		$2.87M Sell
15,137
-543
-3% -$105K 0.46% 59
2023
Q3 		$2.98M Sell
15,680
-259
-2% -$49.6K 0.53% 53
2023
Q2 		$3M Sell
15,939
-180
-1% -$31.9K 0.51% 56
2023
Q1 		$2.68M Sell
16,119
-605
-4% -$101K 0.49% 63
2022
Q4 		$2.77M Sell
16,724
-187
-1% -$30.6K 0.53% 57
2022
Q3 		$2.52M Sell
16,911
-726
-4% -$116K 0.54% 56
2022
Q2 		$2.74M Sell
17,637
-558
-3% -$89.4K 0.5% 63
2022
Q1 		$3.1M Buy
18,195
+1,876
+11% +$296K 0.5% 62
2021
Q4 		$2.84M Buy
16,319
+809
+5% +$134K 0.44% 66
2021
Q3 		$2.35M Buy
15,510
+983
+7% +$149K 0.4% 67
2021
Q2 		$2.04M Buy
14,527
+725
+5% +$97.2K 0.36% 74
2021
Q1 		$1.68M Buy
13,802
+2,675
+24% +$308K 0.32% 82
2020
Q4 		$1.3M Buy
11,127
+3,628
+48% +$412K 0.28% 87
2020
Q3 		$860K Buy
7,499
+2,834
+61% +$325K 0.22% 100
2020
Q2 		$501K Buy
+4,665
New +$472K 0.15% 119
2019
Q1 		– Sell
-642
Closed -$51K – 360
2018
Q4 		$51K Sell
642
-60
-9% -$5K 0.02% 240
2018
Q3 		$58K Buy
702
+27
+4% +$2.29K 0.02% 267
2018
Q2 		$55K Buy
+675
New +$55.1K 0.02% 265

Other funds holding MRSH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

River Wealth Advisors's MRSH Position: Q3 2026 in Review

River Wealth Advisors reduced its Marsh (MRSH) stake by 78% in Q3 2026, selling an estimated $1.23M and leaving 1,882 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #166.

River Wealth Advisors first reported a position in MRSH in Q2 2018 and has held it in 29 quarters since. The position peaked at $3.15M in Q1 2025. 1,296 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • River Wealth Advisors held 1,882 shares of Marsh worth $321K as of Q3 2026.
  • River Wealth Advisors sold 6,698 Marsh shares in Q3 2026, an estimated $1.23M.
  • Marsh made up 0.03% of River Wealth Advisors's portfolio in Q3 2026, its #166 holding.
  • River Wealth Advisors first reported a position in Marsh in Q2 2018 and has held it in 29 quarters since.
  • River Wealth Advisors's Marsh position peaked at $3.15M in Q1 2025.
  • 1,296 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.