WCA
MRSH

Westover Capital Advisors’s Marsh MRSH Stock Holding History

Westover Capital 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
Q1 		– Sell
-1,174
Closed -$218K – 250
2025
Q4 		$218K Sell
1,174
-12
-1% -$2.24K 0.04% 220
2025
Q3 		$239K Sell
1,186
-691
-37% -$142K 0.04% 206
2025
Q2 		$410K Sell
1,877
-4
-0.2% -$903 0.08% 163
2025
Q1 		$459K Buy
1,881
+38
+2% +$8.62K 0.1% 152
2024
Q4 		$391K Hold
1,843
– – 0.09% 165
2024
Q3 		$411K Hold
1,843
– – 0.08% 167
2024
Q2 		$388K Hold
1,843
– – 0.1% 155
2024
Q1 		$380K Hold
1,843
– – 0.11% 130
2023
Q4 		$349K Buy
1,843
+53
+3% +$10.2K 0.11% 127
2023
Q3 		$341K Sell
1,790
-110
-6% -$21.1K 0.12% 129
2023
Q2 		$357K Hold
1,900
– – 0.12% 122
2023
Q1 		$316K Hold
1,900
– – 0.12% 129
2022
Q4 		$314K Sell
1,900
-110
-5% -$18K 0.12% 117
2022
Q3 		$300K Sell
2,010
-60
-3% -$9.63K 0.11% 118
2022
Q2 		$321K Sell
2,070
-70
-3% -$11.2K 0.12% 120
2022
Q1 		$365K Sell
2,140
-451
-17% -$71.1K 0.11% 125
2021
Q4 		$450K Hold
2,591
– – 0.13% 117
2021
Q3 		$392K Sell
2,591
-8
-0.3% -$1.21K 0.12% 113
2021
Q2 		$366K Sell
2,599
-15
-0.6% -$2.01K 0.12% 127
2021
Q1 		$318K Sell
2,614
-470
-15% -$54.1K 0.11% 128
2020
Q4 		$361K Buy
3,084
+220
+8% +$25K 0.13% 111
2020
Q3 		$329K Buy
+2,864
New +$328K 0.14% 102

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Westover Capital Advisors's MRSH Position: Q1 2026 in Review

Westover Capital Advisors sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,174 shares — an estimated $218K sold.

Westover Capital Advisors first reported a position in MRSH in Q3 2020 and held it in 22 quarters. The position peaked at $459K in Q1 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Westover Capital Advisors reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Westover Capital Advisors sold 1,174 Marsh shares in Q1 2026, an estimated $218K.
  • Westover Capital Advisors first reported a position in Marsh in Q3 2020 and held it in 22 quarters.
  • Westover Capital Advisors's Marsh position peaked at $459K in Q1 2025.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.