TNA
MRSH

True North Advisors’s Marsh MRSH Stock Holding History

True North 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 		$264K Sell
1,581
-377
-19% -$63K 0.03% 245
2026
Q1 		$340K Buy
1,958
+803
+70% +$144K 0.04% 195
2025
Q4 		$214K Buy
+1,155
New +$216K 0.03% 243

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

True North Advisors's MRSH Position: Q2 2026 in Review

True North Advisors reduced its Marsh (MRSH) stake by 19% in Q2 2026, selling an estimated $63K and leaving 1,581 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #245.

True North Advisors first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $340K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • True North Advisors held 1,581 shares of Marsh worth $264K as of Q2 2026.
  • True North Advisors sold 377 Marsh shares in Q2 2026, an estimated $63K.
  • Marsh made up 0.03% of True North Advisors's portfolio in Q2 2026, its #245 holding.
  • True North Advisors first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • True North Advisors's Marsh position peaked at $340K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.