AFP
MRSH

Ausdal Financial Partners’s Marsh MRSH Stock Holding History

Ausdal Financial Partners’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 		$697K Sell
4,019
-110
-3% -$19.8K 0.03% 480
2025
Q4 		$766K Sell
4,129
-478
-10% -$89.3K 0.04% 422
2025
Q3 		$928K Buy
4,607
+913
+25% +$188K 0.05% 379
2025
Q2 		$808K Sell
3,694
-74
-2% -$16.7K 0.05% 304
2025
Q1 		$919K Buy
3,768
+197
+6% +$44.7K 0.07% 256
2024
Q4 		$758K Buy
3,571
+2
+0.1% +$444 0.07% 251
2024
Q3 		$796K Sell
3,569
-60
-2% -$13.3K 0.08% 226
2024
Q2 		$765K Buy
3,629
+5
+0.1% +$1.03K 0.08% 214
2024
Q1 		$747K Sell
3,624
-44
-1% -$8.77K 0.09% 210
2023
Q4 		$695K Buy
3,668
+21
+0.6% +$4.06K 0.09% 205
2023
Q3 		$694K Buy
3,647
+36
+1% +$6.9K 0.1% 193
2023
Q2 		$679K Buy
3,611
+23
+0.6% +$4.08K 0.09% 202
2023
Q1 		$598K Sell
3,588
-7
-0.2% -$1.17K 0.08% 220
2022
Q4 		$595K Buy
3,595
+9
+0.3% +$1.47K 0.09% 218
2022
Q3 		$535K Buy
3,586
+26
+0.7% +$4.17K 0.08% 231
2022
Q2 		$553K Hold
3,560
– – 0.08% 240
2022
Q1 		$607K Hold
3,560
– – 0.08% 243
2021
Q4 		$619K Sell
3,560
-50
-1% -$8.31K 0.08% 248
2021
Q3 		$547K Sell
3,610
-150
-4% -$22.7K 0.08% 257
2021
Q2 		$529K Sell
3,760
-24
-0.6% -$3.22K 0.08% 252
2021
Q1 		$461K Buy
3,784
+24
+0.6% +$2.76K 0.08% 256
2020
Q4 		$440K Sell
3,760
-15
-0.4% -$1.7K 0.09% 247
2020
Q3 		$433K Buy
3,775
+15
+0.4% +$1.72K 0.1% 209
2020
Q2 		$404K Sell
3,760
-44
-1% -$4.45K 0.13% 166
2020
Q1 		$364K Hold
3,804
– – 0.13% 172
2019
Q4 		$441K Buy
3,804
+44
+1% +$4.6K 0.13% 201
2019
Q3 		$376K Hold
3,760
– – 0.13% 197
2019
Q2 		$378K Buy
+3,760
New +$360K 0.15% 178

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

Ausdal Financial Partners's MRSH Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Marsh (MRSH) stake by 2.7% in Q1 2026, selling an estimated $19.8K and leaving 4,019 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #480.

Ausdal Financial Partners first reported a position in MRSH in Q2 2019 and has held it in 28 quarters since. The position peaked at $928K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Ausdal Financial Partners held 4,019 shares of Marsh worth $697K as of Q1 2026.
  • Ausdal Financial Partners sold 110 Marsh shares in Q1 2026, an estimated $19.8K.
  • Marsh made up 0.03% of Ausdal Financial Partners's portfolio in Q1 2026, its #480 holding.
  • Ausdal Financial Partners first reported a position in Marsh in Q2 2019 and has held it in 28 quarters since.
  • Ausdal Financial Partners's Marsh position peaked at $928K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

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