WestEnd Advisors’s Marsh MRSH Stock Holding History

WestEnd 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 Q3	$2.73K	Hold	16	–	–	﹤0.01%	186
2026 Q2	$2.67K	Hold	16	–	–	﹤0.01%	166
2026 Q1	$2.78K	Hold	16	–	–	﹤0.01%	132
2025 Q4	$2.97K	Buy	16 +4	+33%	+$748	﹤0.01%	125
2025 Q3	$2.42K	Buy	12 +2	+20%	+$411	﹤0.01%	143
2025 Q2	$2.19K	Sell	10 -5	-33%	-$1.13K	﹤0.01%	141
2025 Q1	$3.66K	Buy	15 +10	+200%	+$2.27K	﹤0.01%	117
2024 Q4	$1.06K	Buy	5 +1	+25%	+$222	﹤0.01%	130
2024 Q3	$892	Buy	4 +1	+33%	+$222	﹤0.01%	133
2024 Q2	$632	Buy	3 +1	+50%	+$205	﹤0.01%	147
2024 Q1	$412	Buy	+2	New	+$399	﹤0.01%	168
2022 Q1	–	Sell	-6	Closed	-$946	–	108
2021 Q4	$1.04K	Buy	+6	New	+$997	﹤0.01%	106
2021 Q3	–	Hold	0	–	–	–	102
2021 Q2	–	Hold	0	–	–	–	105

Other funds holding MRSH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

WestEnd Advisors's MRSH Position: Q3 2026 in Review

WestEnd Advisors held its Marsh (MRSH) position steady in Q3 2026 at 16 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

WestEnd Advisors first reported a position in MRSH in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.66K in Q1 2025. 1,296 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

WestEnd Advisors held 16 shares of Marsh worth $2.73K as of Q3 2026.
WestEnd Advisors left its Marsh share count unchanged in Q3 2026.
Marsh made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #186 holding.
WestEnd Advisors first reported a position in Marsh in Q4 2021 and has held it in 12 quarters since.
WestEnd Advisors's Marsh position peaked at $3.66K in Q1 2025.
1,296 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.