YAIA
MRSH

Yanni & Associates Investment Advisors’s Marsh MRSH Stock Holding History

Yanni & Associates 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 		$530K Hold
3,180
– – 0.49% 25
2026
Q1 		$552K Hold
3,180
– – 0.57% 23
2025
Q4 		$590K Buy
+3,180
New +$594K 0.59% 22

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

Yanni & Associates Investment Advisors's MRSH Position: Q2 2026 in Review

Yanni & Associates Investment Advisors held its Marsh (MRSH) position steady in Q2 2026 at 3,180 shares worth $530K. The position accounts for 0.49% of the portfolio, ranked #25.

Yanni & Associates Investment Advisors first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $590K in Q4 2025. 1,497 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Yanni & Associates Investment Advisors held 3,180 shares of Marsh worth $530K as of Q2 2026.
  • Yanni & Associates Investment Advisors left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.49% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Yanni & Associates Investment Advisors first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Yanni & Associates Investment Advisors's Marsh position peaked at $590K in Q4 2025.
  • 1,497 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.