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YHB Investment Advisors’s Marsh MRSH Stock Holding History

YHB 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
Q3 		$372K Sell
2,178
-184
-8% -$33.7K 0.02% 249
2026
Q2 		$394K Buy
+2,362
New +$395K 0.03% 239
2026
Q1 		– Sell
-1,256
Closed -$233K – 306
2025
Q4 		$233K Hold
1,256
– – 0.02% 283
2025
Q3 		$253K Hold
1,256
– – 0.02% 273
2025
Q2 		$275K Hold
1,256
– – 0.02% 263
2025
Q1 		$307K Sell
1,256
-84
-6% -$19.1K 0.03% 239
2024
Q4 		$285K Sell
1,340
-49
-4% -$10.9K 0.02% 238
2024
Q3 		$310K Buy
1,389
+60
+5% +$13.3K 0.03% 235
2024
Q2 		$280K Buy
1,329
+28
+2% +$5.75K 0.02% 243
2024
Q1 		$268K Sell
1,301
-25
-2% -$4.98K 0.02% 243
2023
Q4 		$251K Sell
1,326
-50
-4% -$9.66K 0.02% 240
2023
Q3 		$262K Hold
1,376
– – 0.02% 234
2023
Q2 		$259K Hold
1,376
– – 0.02% 245
2023
Q1 		$229K Sell
1,376
-31
-2% -$5.16K 0.02% 265
2022
Q4 		$233K Hold
1,407
– – 0.02% 264
2022
Q3 		$210K Sell
1,407
-67
-5% -$10.8K 0.02% 267
2022
Q2 		$229K Hold
1,474
– – 0.02% 252
2022
Q1 		$251K Sell
1,474
-46
-3% -$7.25K 0.02% 259
2021
Q4 		$264K Sell
1,520
-60
-4% -$9.97K 0.02% 279
2021
Q3 		$239K Sell
1,580
-2
-0.1% -$302 0.02% 284
2021
Q2 		$223K Hold
1,582
– – 0.02% 281
2021
Q1 		$202K Buy
+1,582
New +$182K 0.02% 290
2020
Q1 		– Sell
-1,908
Closed -$213K – 178
2019
Q4 		$213K Buy
+1,908
New +$199K 0.03% 180

Other funds holding MRSH

AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YHB Investment Advisors's MRSH Position: Q3 2026 in Review

YHB Investment Advisors reduced its Marsh (MRSH) stake by 7.8% in Q3 2026, selling an estimated $33.7K and leaving 2,178 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #249.

YHB Investment Advisors first reported a position in MRSH in Q4 2019 and has held it in 23 quarters since. The position peaked at $394K in Q2 2026. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • YHB Investment Advisors held 2,178 shares of Marsh worth $372K as of Q3 2026.
  • YHB Investment Advisors sold 184 Marsh shares in Q3 2026, an estimated $33.7K.
  • Marsh made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #249 holding.
  • YHB Investment Advisors first reported a position in Marsh in Q4 2019 and has held it in 23 quarters since.
  • YHB Investment Advisors's Marsh position peaked at $394K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.