WIA
MRSH

World Investment Advisors’s Marsh MRSH Stock Holding History

World Investment 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 		$1.73M Sell
10,013
-213
-2% -$35.6K 0.03% 525
2026
Q1 		$1.77M Sell
10,226
-6,486
-39% -$1.17M 0.03% 524
2025
Q4 		$3.1M Sell
16,712
-2,020
-11% -$378K 0.05% 364
2025
Q3 		$3.78M Buy
18,732
+1
+0% +$206 0.08% 272
2025
Q2 		$4.1M Sell
18,731
-1,137
-6% -$257K 0.09% 243
2025
Q1 		$4.85M Buy
19,868
+1,647
+9% +$374K 0.13% 192
2024
Q4 		$3.87M Buy
18,221
+998
+6% +$221K 0.11% 215
2024
Q3 		$3.84M Buy
17,223
+3,962
+30% +$879K 0.12% 194
2024
Q2 		$2.79M Buy
13,261
+7,935
+149% +$1.63M 0.17% 125
2024
Q1 		$2.66M Sell
5,326
-7,495
-58% -$1.49M 0.38% 63
2023
Q4 		$2.43M Buy
+12,821
New +$2.48M 0.32% 70

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

World Investment Advisors's MRSH Position: Q2 2026 in Review

World Investment Advisors reduced its Marsh (MRSH) stake by 2.1% in Q2 2026, selling an estimated $35.6K and leaving 10,013 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #525.

World Investment Advisors first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.85M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • World Investment Advisors held 10,013 shares of Marsh worth $1.73M as of Q2 2026.
  • World Investment Advisors sold 213 Marsh shares in Q2 2026, an estimated $35.6K.
  • Marsh made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #525 holding.
  • World Investment Advisors first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • World Investment Advisors's Marsh position peaked at $4.85M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.