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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
Q2 		$603K Sell
3,620
-390
-10% -$65.2K 0.03% 324
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 $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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's MRSH Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Marsh (MRSH) stake by 9.7% in Q2 2026, selling an estimated $65.2K and leaving 3,620 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #324.

Soltis Investment Advisors first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $696K in Q1 2026. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Soltis Investment Advisors held 3,620 shares of Marsh worth $603K as of Q2 2026.
  • Soltis Investment Advisors sold 390 Marsh shares in Q2 2026, an estimated $65.2K.
  • Marsh made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #324 holding.
  • Soltis Investment Advisors first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
  • Soltis Investment Advisors's Marsh position peaked at $696K in Q1 2026.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.