AF
MRSH

Alerus Financial’s Marsh MRSH Stock Holding History

Alerus Financial’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 		$567K Sell
3,268
-786
-19% -$141K 0.03% 179
2025
Q4 		$752K Sell
4,054
-11,334
-74% -$2.12M 0.04% 125
2025
Q3 		$3.1M Sell
15,388
-145
-0.9% -$29.8K 0.16% 90
2025
Q2 		$3.4M Sell
15,533
-67
-0.4% -$15.1K 0.24% 81
2025
Q1 		$3.81M Sell
15,600
-1,069
-6% -$243K 0.3% 69
2024
Q4 		$3.54M Sell
16,669
-1,684
-9% -$374K 0.27% 79
2024
Q3 		$4.09M Sell
18,353
-957
-5% -$212K 0.3% 75
2024
Q2 		$4.07M Sell
19,310
-314
-2% -$64.5K 0.3% 71
2024
Q1 		$4.04M Sell
19,624
-506
-3% -$101K 0.31% 75
2023
Q4 		$3.81M Sell
20,130
-2,396
-11% -$463K 0.31% 78
2023
Q3 		$4.29M Sell
22,526
-1,015
-4% -$195K 0.38% 67
2023
Q2 		$4.43M Buy
23,541
+499
+2% +$88.6K 0.37% 75
2023
Q1 		$3.84M Sell
23,042
-2,707
-11% -$451K 0.34% 79
2022
Q4 		$4.26M Sell
25,749
-4,902
-16% -$802K 0.39% 77
2022
Q3 		$4.58M Buy
30,651
+9,840
+47% +$1.58M 0.46% 68
2022
Q2 		$3.23M Buy
20,811
+3,915
+23% +$627K 0.3% 77
2022
Q1 		$2.88M Sell
16,896
-7,142
-30% -$1.13M 0.25% 100
2021
Q4 		$4.18M Buy
24,038
+9,297
+63% +$1.54M 0.34% 80
2021
Q3 		$2.23M Sell
14,741
-46
-0.3% -$6.96K 0.2% 104
2021
Q2 		$2.08M Buy
14,787
+926
+7% +$124K 0.21% 104
2021
Q1 		$1.69M Buy
13,861
+2,515
+22% +$290K 0.18% 115
2020
Q4 		$1.33M Sell
11,346
-220
-2% -$25K 0.13% 118
2020
Q3 		$1.33M Buy
+11,566
New +$1.33M 0.15% 112

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alerus Financial's MRSH Position: Q1 2026 in Review

Alerus Financial reduced its Marsh (MRSH) stake by 19% in Q1 2026, selling an estimated $141K and leaving 3,268 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #179.

Alerus Financial first reported a position in MRSH in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.58M in Q3 2022. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Alerus Financial held 3,268 shares of Marsh worth $567K as of Q1 2026.
  • Alerus Financial sold 786 Marsh shares in Q1 2026, an estimated $141K.
  • Marsh made up 0.03% of Alerus Financial's portfolio in Q1 2026, its #179 holding.
  • Alerus Financial first reported a position in Marsh in Q3 2020 and has held it in 23 quarters since.
  • Alerus Financial's Marsh position peaked at $4.58M in Q3 2022.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.