Biltmore Family Office’s Marsh MRSH Stock Holding History

Biltmore Family Office’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	–	Sell	-1,097	Closed	-$204K	–	350
2025 Q4	$204K	Buy	+1,097	New	+$205K	0.03%	230

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Biltmore Family Office's MRSH Position: Q1 2026 in Review

Biltmore Family Office sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,097 shares — an estimated $204K sold.

Biltmore Family Office first reported a position in MRSH in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Biltmore Family Office reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
Biltmore Family Office sold 1,097 Marsh shares in Q1 2026, an estimated $204K.
Biltmore Family Office first reported a position in Marsh in Q4 2025 and held it in 1 quarter.
Biltmore Family Office's Marsh position peaked at $204K in Q4 2025.
1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.