SWA
MRSH

SOA Wealth Advisors’s Marsh MRSH Stock Holding History

SOA 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
Q2 		$439K Sell
2,637
-91
-3% -$15.2K 0.07% 135
2026
Q1 		$473K Sell
2,728
-33
-1% -$5.93K 0.09% 121
2025
Q4 		$512K Hold
2,761
– – 0.09% 123
2025
Q3 		$557K Buy
2,761
+38
+1% +$7.82K 0.1% 115
2025
Q2 		$595K Buy
2,723
+1,012
+59% +$228K 0.11% 106
2025
Q1 		$418K Buy
1,711
+2
+0.1% +$454 0.09% 121
2024
Q4 		$363K Buy
1,709
+2
+0.1% +$444 0.07% 135
2024
Q3 		$381K Sell
1,707
-27
-2% -$5.99K 0.07% 130
2024
Q2 		$365K Sell
1,734
-97
-5% -$19.9K 0.07% 128
2024
Q1 		$377K Buy
1,831
+2
+0.1% +$399 0.08% 125
2023
Q4 		$347K Buy
1,829
+2
+0.1% +$386 0.08% 127
2023
Q3 		$348K Sell
1,827
-11
-0.6% -$2.11K 0.09% 120
2023
Q2 		$346K Sell
1,838
-20
-1% -$3.55K 0.08% 122
2023
Q1 		$310K Buy
1,858
+1
+0.1% +$167 0.08% 122
2022
Q4 		$307K Sell
1,857
-5
-0.3% -$818 0.08% 115
2022
Q3 		$278K Buy
1,862
+2
+0.1% +$321 0.08% 118
2022
Q2 		$288K Buy
1,860
+2
+0.1% +$321 0.08% 118
2022
Q1 		$316K Buy
1,858
+6
+0.3% +$946 0.08% 129
2021
Q4 		$321K Buy
1,852
+5
+0.3% +$831 0.08% 126
2021
Q3 		$279K Buy
1,847
+9
+0.5% +$1.36K 0.07% 133
2021
Q2 		$258K Buy
1,838
+39
+2% +$5.23K 0.07% 134
2021
Q1 		$219K Buy
1,799
+61
+4% +$7.03K 0.06% 135
2020
Q4 		$195K Buy
+1,738
New +$197K 0.05% 137

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SOA Wealth Advisors's MRSH Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Marsh (MRSH) stake by 3.3% in Q2 2026, selling an estimated $15.2K and leaving 2,637 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #135.

SOA Wealth Advisors first reported a position in MRSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $595K in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • SOA Wealth Advisors held 2,637 shares of Marsh worth $439K as of Q2 2026.
  • SOA Wealth Advisors sold 91 Marsh shares in Q2 2026, an estimated $15.2K.
  • Marsh made up 0.07% of SOA Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • SOA Wealth Advisors first reported a position in Marsh in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Marsh position peaked at $595K in Q2 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.