Toth Financial Advisory’s Marsh MRSH Stock Holding History

Toth Financial Advisory’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	$4.17K	Hold	25	–	–	﹤0.01%	679
2026 Q1	$4.34K	Sell	25 -7	-22%	-$1.26K	﹤0.01%	654
2025 Q4	$5.94K	Buy	32 +7	+28%	+$1.31K	﹤0.01%	616
2025 Q3	$5.04K	Hold	25	–	–	﹤0.01%	609
2025 Q2	$5.47K	Hold	25	–	–	﹤0.01%	550
2025 Q1	$6.1K	Hold	25	–	–	﹤0.01%	509
2024 Q4	$5.31K	Hold	25	–	–	﹤0.01%	509
2024 Q3	$5.58K	Sell	25 -30	-55%	-$6.66K	﹤0.01%	509
2024 Q2	$11.6K	Hold	55	–	–	﹤0.01%	449
2024 Q1	$11.3K	Hold	55	–	–	﹤0.01%	443
2023 Q4	$10.4K	Hold	55	–	–	﹤0.01%	445
2023 Q3	$10.5K	Hold	55	–	–	﹤0.01%	436
2023 Q2	$10.3K	Sell	55 -16	-23%	-$2.84K	﹤0.01%	460
2023 Q1	$11.8K	Buy	71 +16	+29%	+$2.67K	﹤0.01%	441
2022 Q4	$9.1K	Hold	55	–	–	﹤0.01%	451
2022 Q3	$8K	Hold	55	–	–	﹤0.01%	497
2022 Q2	$9K	Buy	55 +25	+83%	+$4.01K	﹤0.01%	453
2022 Q1	$5K	Hold	30	–	–	﹤0.01%	543
2021 Q4	$5K	Hold	30	–	–	﹤0.01%	568
2021 Q3	$5K	Buy	+30	New	+$4.54K	﹤0.01%	558
2020 Q3	–	Sell	-6	Closed	-$1K	–	580
2020 Q2	$1K	Buy	+6	New	+$607	﹤0.01%	509
2019 Q2	–	Sell	-23	Closed	-$2K	–	467
2019 Q1	$2K	Hold	23	–	–	﹤0.01%	392
2018 Q4	$2K	Hold	23	–	–	﹤0.01%	375
2018 Q3	$2K	Hold	23	–	–	﹤0.01%	397
2018 Q2	$2K	Hold	23	–	–	﹤0.01%	395
2018 Q1	$2K	Hold	23	–	–	﹤0.01%	398
2017 Q4	$2K	Buy	+23	New	+$1.91K	﹤0.01%	395

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Toth Financial Advisory's MRSH Position: Q2 2026 in Review

Toth Financial Advisory held its Marsh (MRSH) position steady in Q2 2026 at 25 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Toth Financial Advisory first reported a position in MRSH in Q4 2017 and has held it in 27 quarters since. The position peaked at $11.8K in Q1 2023. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Toth Financial Advisory held 25 shares of Marsh worth $4.17K as of Q2 2026.
Toth Financial Advisory left its Marsh share count unchanged in Q2 2026.
Marsh made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #679 holding.
Toth Financial Advisory first reported a position in Marsh in Q4 2017 and has held it in 27 quarters since.
Toth Financial Advisory's Marsh position peaked at $11.8K in Q1 2023.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.