UCFA
MRSH

United Capital Financial Advisors’s Marsh MRSH Stock Holding History

United Capital Financial 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 		$2.25M Sell
13,506
-1,355
-9% -$227K 0.01% 549
2026
Q1 		$2.58M Buy
14,861
+632
+4% +$114K 0.02% 495
2025
Q4 		$2.64M Buy
14,229
+886
+7% +$166K 0.02% 469
2025
Q3 		$2.69M Sell
13,343
-745
-5% -$153K 0.02% 405
2025
Q2 		$3.08M Sell
14,088
-154
-1% -$34.8K 0.02% 355
2025
Q1 		$3.48M Buy
14,242
+482
+4% +$109K 0.03% 326
2024
Q4 		$2.92M Sell
13,760
-159
-1% -$35.3K 0.02% 347
2024
Q3 		$3.11M Buy
13,919
+321
+2% +$71.3K 0.03% 334
2024
Q2 		$2.87M Sell
13,598
-786
-5% -$161K 0.02% 340
2024
Q1 		$2.96M Sell
14,384
-759
-5% -$151K 0.02% 356
2023
Q4 		$2.87M Buy
15,143
+10,427
+221% +$2.01M 0.02% 357
2023
Q3 		$898K Sell
4,716
-3,826
-45% -$733K 0.01% 537
2023
Q2 		$1.61M Sell
8,542
-2,517
-23% -$447K 0.01% 471
2023
Q1 		$1.84M Sell
11,059
-2,848
-20% -$474K 0.01% 464
2022
Q4 		$2.3M Buy
13,907
+593
+4% +$97K 0.01% 452
2022
Q3 		$1.99M Sell
13,314
-16
-0.1% -$2.57K 0.01% 476
2022
Q2 		$2.07M Buy
13,330
+4,246
+47% +$680K 0.01% 484
2022
Q1 		$1.55M Buy
9,084
+3,005
+49% +$474K 0.01% 574
2021
Q4 		$1.06M Buy
6,079
+858
+16% +$143K ﹤0.01% 663
2021
Q3 		$791K Sell
5,221
-355
-6% -$53.7K ﹤0.01% 733
2021
Q2 		$784K Buy
5,576
+1,271
+30% +$170K ﹤0.01% 760
2021
Q1 		$524K Sell
4,305
-768
-15% -$88.4K ﹤0.01% 834
2020
Q4 		$594K Buy
5,073
+331
+7% +$37.6K ﹤0.01% 803
2020
Q3 		$544K Buy
4,742
+660
+16% +$75.6K ﹤0.01% 811
2020
Q2 		$438K Buy
4,082
+12
+0.3% +$1.22K ﹤0.01% 916
2020
Q1 		$352K Sell
4,070
-4,913
-55% -$524K ﹤0.01% 937
2019
Q4 		$1M Buy
8,983
+4,590
+104% +$479K 0.01% 779
2019
Q3 		$440K Sell
4,393
-4,944
-53% -$494K ﹤0.01% 983
2019
Q2 		$931K Sell
9,337
-302
-3% -$28.9K 0.01% 838
2019
Q1 		$905K Buy
9,639
+551
+6% +$48.7K 0.01% 802
2018
Q4 		$725K Sell
9,088
-721
-7% -$60.1K 0.01% 797
2018
Q3 		$811K Sell
9,809
-558
-5% -$47.3K 0.01% 837
2018
Q2 		$850K Buy
10,367
+1,044
+11% +$85.2K 0.01% 804
2018
Q1 		$770K Sell
9,323
-787
-8% -$65.2K 0.01% 834
2017
Q4 		$823K Sell
10,110
-586
-5% -$48.7K 0.01% 840
2017
Q3 		$896K Buy
10,696
+2,589
+32% +$205K 0.01% 804
2017
Q2 		$632K Sell
8,107
-412
-5% -$31.1K 0.01% 874
2017
Q1 		$629K Buy
8,519
+22
+0.3% +$1.57K 0.01% 864
2016
Q4 		$574K Sell
8,497
-305
-3% -$20.4K 0.01% 903
2016
Q3 		$592K Buy
8,802
+158
+2% +$10.6K 0.01% 913
2016
Q2 		$588K Buy
8,644
+1
+0% +$64 0.01% 872
2016
Q1 		$525K Buy
8,643
+1,069
+14% +$59.9K 0.01% 862
2015
Q4 		$420K Buy
7,574
+168
+2% +$9.26K ﹤0.01% 924
2015
Q3 		$387K Sell
7,406
-1,241
-14% -$69.3K ﹤0.01% 973
2015
Q2 		$490K Buy
8,647
+292
+3% +$16.9K 0.01% 928
2015
Q1 		$469K Buy
8,355
+2,088
+33% +$118K 0.01% 914
2014
Q4 		$359K Buy
6,267
+570
+10% +$31.3K 0.01% 913
2014
Q3 		$298K Buy
+5,697
New +$297K 0.01% 933

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

United Capital Financial Advisors's MRSH Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Marsh (MRSH) stake by 9.1% in Q2 2026, selling an estimated $227K and leaving 13,506 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #549.

United Capital Financial Advisors first reported a position in MRSH in Q3 2014 and has held it in 48 quarters since. The position peaked at $3.48M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • United Capital Financial Advisors held 13,506 shares of Marsh worth $2.25M as of Q2 2026.
  • United Capital Financial Advisors sold 1,355 Marsh shares in Q2 2026, an estimated $227K.
  • Marsh made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #549 holding.
  • United Capital Financial Advisors first reported a position in Marsh in Q3 2014 and has held it in 48 quarters since.
  • United Capital Financial Advisors's Marsh position peaked at $3.48M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.