Cascade Financial Partners’s Marsh MRSH Stock Holding History

Cascade 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	$767K	Sell	4,423 -53	-1%	-$9.53K	0.08%	136
2025 Q4	$830K	Sell	4,476 -200	-4%	-$37.4K	0.08%	130
2025 Q3	$942K	Hold	4,676	–	–	0.11%	117
2025 Q2	$1.02M	Hold	4,676	–	–	0.12%	107
2025 Q1	$1.14M	Buy	4,676 +10	+0.2%	+$2.27K	0.14%	102
2024 Q4	$991K	Sell	4,666 -470	-9%	-$104K	0.13%	102
2024 Q3	$1.14M	Hold	5,136	–	–	0.14%	94
2024 Q2	$1.08M	Hold	5,136	–	–	0.14%	93
2024 Q1	$1.02M	Buy	+5,136	New	+$1.02M	0.15%	100

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

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

Cascade Financial Partners reduced its Marsh (MRSH) stake by 1.2% in Q1 2026, selling an estimated $9.53K and leaving 4,423 shares worth $767K. The position accounts for 0.08% of the portfolio, ranked #136.

Cascade Financial Partners first reported a position in MRSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Cascade Financial Partners held 4,423 shares of Marsh worth $767K as of Q1 2026.
Cascade Financial Partners sold 53 Marsh shares in Q1 2026, an estimated $9.53K.
Marsh made up 0.08% of Cascade Financial Partners's portfolio in Q1 2026, its #136 holding.
Cascade Financial Partners first reported a position in Marsh in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Marsh position peaked at $1.14M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

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