AFT
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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
Q2 		– Sell
-1,485
Closed -$258K – 215
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
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 $3.38T AUM 44.17% 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

Alpha Family Trust's MRSH Position: Q2 2026 in Review

Alpha Family Trust sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,485 shares — an estimated $258K sold.

Alpha Family Trust first reported a position in MRSH in Q1 2024 and held it in 8 quarters. The position peaked at $377K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Alpha Family Trust reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Alpha Family Trust sold 1,485 Marsh shares in Q2 2026, an estimated $258K.
  • Alpha Family Trust first reported a position in Marsh in Q1 2024 and held it in 8 quarters.
  • Alpha Family Trust's Marsh position peaked at $377K in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.