SIA
MRSH

Strategic Investment Advisors’s Marsh MRSH Stock Holding History

Strategic 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 		$2.32M Buy
13,368
+733
+6% +$132K 0.16% 69
2025
Q4 		$2.34M Sell
12,635
-1,787
-12% -$334K 0.2% 58
2025
Q3 		$2.91M Sell
14,422
-556
-4% -$114K 0.26% 56
2025
Q2 		$3.27M Buy
14,978
+10
+0.1% +$2.26K 0.32% 47
2025
Q1 		$3.65M Sell
14,968
-849
-5% -$193K 0.39% 45
2024
Q4 		$3.36M Sell
15,817
-18
-0.1% -$3.99K 0.36% 45
2024
Q3 		$3.53M Buy
15,835
+514
+3% +$114K 0.39% 45
2024
Q2 		$3.23M Sell
15,321
-415
-3% -$85.3K 0.39% 42
2024
Q1 		$3.24M Sell
15,736
-47
-0.3% -$9.37K 0.42% 42
2023
Q4 		$2.99M Buy
15,783
+226
+1% +$43.7K 0.43% 44
2023
Q3 		$2.96M Buy
+15,557
New +$2.98M 0.49% 39
2023
Q2 		– Sell
-13,760
Closed -$2.29M – 227
2023
Q1 		$2.29M Buy
13,760
+1,350
+11% +$225K 0.41% 39
2022
Q4 		$2.05M Buy
12,410
+56
+0.5% +$9.16K 0.43% 42
2022
Q3 		$1.84M Buy
12,354
+549
+5% +$88.1K 0.42% 44
2022
Q2 		$1.83M Sell
11,805
-273
-2% -$43.8K 0.37% 45
2022
Q1 		$2.06M Buy
12,078
+529
+5% +$83.4K 0.39% 43
2021
Q4 		$2.01M Buy
11,549
+69
+0.6% +$11.5K 0.39% 47
2021
Q3 		$1.74M Buy
11,480
+1,093
+11% +$165K 0.38% 51
2021
Q2 		$1.46M Sell
10,387
-372
-3% -$49.9K 0.33% 65
2021
Q1 		$1.31M Buy
10,759
+504
+5% +$58K 0.34% 63
2020
Q4 		$1.2M Buy
10,255
+8,196
+398% +$931K 0.35% 64
2020
Q3 		$236K Buy
+2,059
New +$236K 0.08% 163

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

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

Strategic Investment Advisors increased its Marsh (MRSH) stake by 5.8% in Q1 2026, buying an estimated $132K and bringing the position to 13,368 shares worth $2.32M. The position accounts for 0.16% of the portfolio, ranked #69.

Strategic Investment Advisors first reported a position in MRSH in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.65M in Q1 2025. 1,539 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Strategic Investment Advisors held 13,368 shares of Marsh worth $2.32M as of Q1 2026.
  • Strategic Investment Advisors bought 733 Marsh shares in Q1 2026, an estimated $132K.
  • Marsh made up 0.16% of Strategic Investment Advisors's portfolio in Q1 2026, its #69 holding.
  • Strategic Investment Advisors first reported a position in Marsh in Q3 2020 and has held it in 22 quarters since.
  • Strategic Investment Advisors's Marsh position peaked at $3.65M in Q1 2025.
  • 1,539 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.