Alpha Family Trust’s Marsh MRSH Stock Holding History

Alpha Family Trust’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	$258K	Buy	+1,485	New	+$267K	0.13%	153
2025 Q4	–	Sell	-1,005	Closed	-$203K	–	204
2025 Q3	$203K	Sell	1,005 -540	-35%	-$111K	0.1%	189
2025 Q2	$338K	Hold	1,545	–	–	0.17%	115
2025 Q1	$377K	Buy	1,545 +540	+54%	+$123K	0.22%	85
2024 Q4	$213K	Hold	1,005	–	–	0.12%	148
2024 Q3	$224K	Hold	1,005	–	–	0.13%	142
2024 Q2	$212K	Hold	1,005	–	–	0.12%	140
2024 Q1	$207K	Buy	+1,005	New	+$200K	0.13%	143

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alpha Family Trust's MRSH Position: Q1 2026 in Review

Alpha Family Trust opened a new position in Marsh (MRSH) in Q1 2026: 1,485 shares worth $258K. The stake represents 0.13% of the portfolio and ranks #153 among its holdings. This is a return to the name: Alpha Family Trust previously reported a position in MRSH as recently as Q3 2025.

Alpha Family Trust first reported a position in MRSH in Q1 2024 and has held it in 8 quarters since. The position peaked at $377K in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Alpha Family Trust held 1,485 shares of Marsh worth $258K as of Q1 2026.
Marsh was a new Alpha Family Trust position in Q1 2026.
Marsh made up 0.13% of Alpha Family Trust's portfolio in Q1 2026, its #153 holding.
Alpha Family Trust first reported a position in Marsh in Q1 2024 and has held it in 8 quarters since.
Alpha Family Trust's Marsh position peaked at $377K in Q1 2025.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.