SIA
MRSH

Soltis Investment Advisors’s Marsh MRSH Stock Holding History

Soltis 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
Q1 		$696K Buy
4,010
+1,481
+59% +$266K 0.04% 275
2025
Q4 		$469K Buy
2,529
+178
+8% +$33.3K 0.03% 331
2025
Q3 		$474K Buy
2,351
+933
+66% +$192K 0.03% 307
2025
Q2 		$310K Buy
1,418
+178
+14% +$40.2K 0.02% 317
2025
Q1 		$303K Buy
1,240
+88
+8% +$20K 0.03% 304
2024
Q4 		$245K Buy
1,152
+10
+0.9% +$2.22K 0.02% 321
2024
Q3 		$255K Buy
1,142
+58
+5% +$12.9K 0.02% 303
2024
Q2 		$229K Buy
1,084
+91
+9% +$18.7K 0.02% 296
2024
Q1 		$205K Buy
+993
New +$198K 0.02% 288

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

Soltis Investment Advisors's MRSH Position: Q1 2026 in Review

Soltis Investment Advisors increased its Marsh (MRSH) stake by 59% in Q1 2026, buying an estimated $266K and bringing the position to 4,010 shares worth $696K. The position accounts for 0.04% of the portfolio, ranked #275.

Soltis Investment Advisors first reported a position in MRSH in Q1 2024 and has held it in 9 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Soltis Investment Advisors held 4,010 shares of Marsh worth $696K as of Q1 2026.
  • Soltis Investment Advisors bought 1,481 Marsh shares in Q1 2026, an estimated $266K.
  • Marsh made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #275 holding.
  • Soltis Investment Advisors first reported a position in Marsh in Q1 2024 and has held it in 9 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.