BW
MRSH

BIP Wealth’s Marsh MRSH Stock Holding History

BIP Wealth’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 		$214K Buy
1,233
+106
+9% +$19.1K 0.01% 432
2025
Q4 		$209K Sell
1,127
-72
-6% -$13.5K 0.01% 427
2025
Q3 		$242K Buy
+1,199
New +$247K 0.01% 271

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

BIP Wealth's MRSH Position: Q1 2026 in Review

BIP Wealth increased its Marsh (MRSH) stake by 9.4% in Q1 2026, buying an estimated $19.1K and bringing the position to 1,233 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #432.

BIP Wealth first reported a position in MRSH in Q3 2025 and has held it in 3 quarters since. The position peaked at $242K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • BIP Wealth held 1,233 shares of Marsh worth $214K as of Q1 2026.
  • BIP Wealth bought 106 Marsh shares in Q1 2026, an estimated $19.1K.
  • Marsh made up 0.01% of BIP Wealth's portfolio in Q1 2026, its #432 holding.
  • BIP Wealth first reported a position in Marsh in Q3 2025 and has held it in 3 quarters since.
  • BIP Wealth's Marsh position peaked at $242K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.