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Transcend Capital Advisors’s Marsh MRSH Stock Holding History

Transcend Capital 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 		$1.65M Sell
9,909
-1,002
-9% -$167K 0.11% 171
2026
Q1 		$1.89M Sell
10,911
-4,065
-27% -$731K 0.15% 134
2025
Q4 		$2.78M Sell
14,976
-2,136
-12% -$399K 0.21% 100
2025
Q3 		$3.45M Sell
17,112
-428
-2% -$88K 0.24% 92
2025
Q2 		$3.84M Sell
17,540
-2,201
-11% -$497K 0.3% 74
2025
Q1 		$4.82M Buy
19,741
+304
+2% +$69K 0.35% 62
2024
Q4 		$4.13M Buy
19,437
+116
+0.6% +$25.7K 0.3% 78
2024
Q3 		$4.31M Buy
19,321
+1,938
+11% +$430K 0.29% 82
2024
Q2 		$3.66M Buy
17,383
+2,779
+19% +$571K 0.27% 88
2024
Q1 		$3.01M Buy
14,604
+621
+4% +$124K 0.24% 97
2023
Q4 		$2.65M Buy
13,983
+3,223
+30% +$623K 0.24% 100
2023
Q3 		$2.05M Sell
10,760
-830
-7% -$159K 0.2% 122
2023
Q2 		$2.18M Sell
11,590
-787
-6% -$140K 0.21% 114
2023
Q1 		$2.06M Sell
12,377
-342
-3% -$57K 0.22% 113
2022
Q4 		$2.1M Sell
12,719
-519
-4% -$84.9K 0.23% 110
2022
Q3 		$1.98M Buy
13,238
+188
+1% +$30.2K 0.22% 119
2022
Q2 		$2.03M Sell
13,050
-582
-4% -$93.3K 0.21% 124
2022
Q1 		$2.32M Buy
13,632
+1,058
+8% +$167K 0.21% 122
2021
Q4 		$2.19M Buy
12,574
+1,552
+14% +$258K 0.19% 123
2021
Q3 		$1.86M Sell
11,022
-18
-0.2% -$2.72K 0.17% 139
2021
Q2 		$1.55M Sell
11,040
-30
-0.3% -$4.02K 0.22% 111
2021
Q1 		$1.35M Sell
11,070
-223
-2% -$25.7K 0.16% 141
2020
Q4 		$1.32M Buy
11,293
+1,249
+12% +$142K 0.17% 137
2020
Q3 		$1.15M Buy
+10,044
New +$1.15M 0.21% 104
2020
Q2 		– Sell
-11,758
Closed -$1.02M – 167
2020
Q1 		$1.02M Sell
11,758
-52
-0.4% -$5.54K 0.31% 93
2019
Q4 		$1.32M Buy
+11,810
New +$1.23M 0.35% 88

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

Transcend Capital Advisors's MRSH Position: Q2 2026 in Review

Transcend Capital Advisors reduced its Marsh (MRSH) stake by 9.2% in Q2 2026, selling an estimated $167K and leaving 9,909 shares worth $1.65M. The position accounts for 0.11% of the portfolio, ranked #171.

Transcend Capital Advisors first reported a position in MRSH in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.82M in Q1 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Transcend Capital Advisors held 9,909 shares of Marsh worth $1.65M as of Q2 2026.
  • Transcend Capital Advisors sold 1,002 Marsh shares in Q2 2026, an estimated $167K.
  • Marsh made up 0.11% of Transcend Capital Advisors's portfolio in Q2 2026, its #171 holding.
  • Transcend Capital Advisors first reported a position in Marsh in Q4 2019 and has held it in 26 quarters since.
  • Transcend Capital Advisors's Marsh position peaked at $4.82M in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.