CFP
MRSH

Catalyst Financial Partners’s Marsh MRSH Stock Holding History

Catalyst 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 		$305K Buy
1,761
+84
+5% +$15.1K 0.04% 289
2025
Q4 		$311K Sell
1,677
-153
-8% -$28.6K 0.03% 240
2025
Q3 		$369K Sell
1,830
-67
-4% -$13.8K 0.04% 212
2025
Q2 		$415K Buy
1,897
+57
+3% +$12.9K 0.05% 187
2025
Q1 		$449K Buy
1,840
+118
+7% +$26.8K 0.08% 165
2024
Q4 		$366K Buy
1,722
+24
+1% +$5.32K 0.07% 176
2024
Q3 		$379K Buy
1,698
+127
+8% +$28.2K 0.07% 165
2024
Q2 		$331K Buy
1,571
+91
+6% +$18.7K 0.07% 172
2024
Q1 		$292K Buy
1,480
+71
+5% +$14.2K 0.08% 172
2023
Q4 		$267K Buy
1,409
+115
+9% +$22.2K 0.08% 178
2023
Q3 		$246K Buy
1,294
+109
+9% +$20.9K 0.08% 173
2023
Q2 		$223K Buy
+1,185
New +$210K 0.08% 174

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

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

Catalyst Financial Partners increased its Marsh (MRSH) stake by 5% in Q1 2026, buying an estimated $15.1K and bringing the position to 1,761 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #289.

Catalyst Financial Partners first reported a position in MRSH in Q2 2023 and has held it in 12 quarters since. The position peaked at $449K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Catalyst Financial Partners held 1,761 shares of Marsh worth $305K as of Q1 2026.
  • Catalyst Financial Partners bought 84 Marsh shares in Q1 2026, an estimated $15.1K.
  • Marsh made up 0.04% of Catalyst Financial Partners's portfolio in Q1 2026, its #289 holding.
  • Catalyst Financial Partners first reported a position in Marsh in Q2 2023 and has held it in 12 quarters since.
  • Catalyst Financial Partners's Marsh position peaked at $449K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

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