TA
MRSH

TFB Advisors’s Marsh MRSH Stock Holding History

TFB 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 		– Sell
-1,434
Closed -$249K – 191
2026
Q1 		$249K Sell
1,434
-96
-6% -$17.3K 0.13% 163
2025
Q4 		$284K Sell
1,530
-94
-6% -$17.6K 0.08% 252
2025
Q3 		$336K Sell
1,624
-966
-37% -$199K 0.1% 224
2025
Q2 		$566K Buy
2,590
+4
+0.2% +$903 0.15% 157
2025
Q1 		$631K Buy
2,586
+10
+0.4% +$2.27K 0.18% 132
2024
Q4 		$547K Buy
2,576
+51
+2% +$11.3K 0.16% 151
2024
Q3 		$563K Sell
2,525
-48
-2% -$10.7K 0.17% 137
2024
Q2 		$542K Buy
2,573
+250
+11% +$51.4K 0.18% 126
2024
Q1 		$464K Buy
+2,323
New +$463K 0.17% 139
2023
Q3 		– Sell
-1,928
Closed -$363K – 182
2023
Q2 		$363K Buy
1,928
+99
+5% +$17.6K 0.16% 153
2023
Q1 		$305K Buy
1,829
+17
+0.9% +$2.83K 0.23% 90
2022
Q4 		$300K Buy
+1,812
New +$296K 0.25% 83

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

TFB Advisors's MRSH Position: Q2 2026 in Review

TFB Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,434 shares — an estimated $249K sold.

TFB Advisors first reported a position in MRSH in Q4 2022 and held it in 12 quarters. The position peaked at $631K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • TFB Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • TFB Advisors sold 1,434 Marsh shares in Q2 2026, an estimated $249K.
  • TFB Advisors first reported a position in Marsh in Q4 2022 and held it in 12 quarters.
  • TFB Advisors's Marsh position peaked at $631K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.