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 Q2	$743K	Buy	4,457 +34	+0.8%	+$5.68K	0.06%	150
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 $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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Cascade Financial Partners's MRSH Position: Q2 2026 in Review

Cascade Financial Partners increased its Marsh (MRSH) stake by 0.77% in Q2 2026, buying an estimated $5.68K and bringing the position to 4,457 shares worth $743K. The position accounts for 0.06% of the portfolio, ranked #150.

Cascade Financial Partners first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Cascade Financial Partners held 4,457 shares of Marsh worth $743K as of Q2 2026.
Cascade Financial Partners bought 34 Marsh shares in Q2 2026, an estimated $5.68K.
Marsh made up 0.06% of Cascade Financial Partners's portfolio in Q2 2026, its #150 holding.
Cascade Financial Partners first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Marsh position peaked at $1.14M in Q1 2025.
1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.