VNA
MRSH

Valley National Advisers’s Marsh MRSH Stock Holding History

Valley National Advisers’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 		$167 Sell
1
-31
-97% -$5.18K ﹤0.01% 1017
2026
Q1 		$5K Buy
+32
New +$5.75K ﹤0.01% 683
2025
Q4 		– Sell
-10
Closed -$2K – 932
2025
Q3 		$2K Buy
+10
New +$2.06K ﹤0.01% 743
2025
Q2 		– Sell
-9
Closed -$2K – 841
2025
Q1 		$2K Buy
+9
New +$2.04K ﹤0.01% 718
2024
Q3 		– Sell
-133
Closed -$28K – 991
2024
Q2 		$28K Buy
133
+17
+15% +$3.49K ﹤0.01% 467
2024
Q1 		$23K Sell
116
-17
-13% -$3.39K ﹤0.01% 503
2023
Q4 		$25K Buy
133
+103
+343% +$19.9K ﹤0.01% 510
2023
Q3 		$6K Buy
30
+17
+131% +$3.26K ﹤0.01% 685
2023
Q2 		$3K Buy
13
+10
+333% +$1.77K ﹤0.01% 742
2023
Q1 		$1K Hold
3
– – ﹤0.01% 830
2022
Q4 		$0 Hold
3
– – ﹤0.01% 930
2022
Q3 		$0 Buy
+3
New +$481 ﹤0.01% 961
2019
Q3 		– Sell
-46
Closed -$5K – 802
2019
Q2 		$5K Hold
46
– – ﹤0.01% 555
2019
Q1 		$4K Sell
46
-19
-29% -$1.68K ﹤0.01% 583
2018
Q4 		$5K Buy
+65
New +$5.42K ﹤0.01% 529
2017
Q4 		– Sell
-1,460
Closed -$122K – 703
2017
Q3 		$122K Hold
1,460
– – 0.04% 185
2017
Q2 		$114K Hold
1,460
– – 0.04% 186
2017
Q1 		$108K Sell
1,460
-726
-33% -$51.9K 0.04% 187
2016
Q4 		$148K Hold
2,186
– – 0.07% 160
2016
Q3 		$147K Hold
2,186
– – 0.08% 142
2016
Q2 		$150K Hold
2,186
– – 0.08% 149
2016
Q1 		$133K Hold
2,186
– – 0.07% 155
2015
Q4 		$121K Hold
2,186
– – 0.07% 156
2015
Q3 		$114K Hold
2,186
– – 0.07% 164
2015
Q2 		$124K Hold
2,186
– – 0.07% 168
2015
Q1 		$123K Buy
2,186
+810
+59% +$45.7K 0.07% 153
2014
Q4 		$67K Buy
+1,376
New +$75.5K 0.05% 148

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

Valley National Advisers's MRSH Position: Q2 2026 in Review

Valley National Advisers reduced its Marsh (MRSH) stake by 97% in Q2 2026, selling an estimated $5.18K and leaving 1 share worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Valley National Advisers first reported a position in MRSH in Q4 2014 and has held it in 27 quarters since. The position peaked at $150K in Q2 2016. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Valley National Advisers held 1 share of Marsh worth $167 as of Q2 2026.
  • Valley National Advisers sold 31 Marsh shares in Q2 2026, an estimated $5.18K.
  • Marsh made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #1017 holding.
  • Valley National Advisers first reported a position in Marsh in Q4 2014 and has held it in 27 quarters since.
  • Valley National Advisers's Marsh position peaked at $150K in Q2 2016.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.