VA
MRSH

VestGen Advisors’s Marsh MRSH Stock Holding History

VestGen 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 		$486K Sell
2,916
-213
-7% -$35.6K 0.01% 679
2026
Q1 		$511K Buy
+3,129
New +$563K 0.01% 660
2025
Q4 		– Sell
-1,517
Closed -$306K – 818
2025
Q3 		$306K Buy
1,517
+204
+16% +$42K 0.01% 590
2025
Q2 		$287K Sell
1,313
-237
-15% -$53.5K 0.01% 507
2025
Q1 		$378K Buy
+1,550
New +$352K 0.02% 423

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

VestGen Advisors's MRSH Position: Q2 2026 in Review

VestGen Advisors reduced its Marsh (MRSH) stake by 6.8% in Q2 2026, selling an estimated $35.6K and leaving 2,916 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #679.

VestGen Advisors first reported a position in MRSH in Q1 2025 and has held it in 5 quarters since. The position peaked at $511K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • VestGen Advisors held 2,916 shares of Marsh worth $486K as of Q2 2026.
  • VestGen Advisors sold 213 Marsh shares in Q2 2026, an estimated $35.6K.
  • Marsh made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #679 holding.
  • VestGen Advisors first reported a position in Marsh in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's Marsh position peaked at $511K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.