CTWM
MRSH

Cherry Tree Wealth Management’s Marsh MRSH Stock Holding History

Cherry Tree Wealth Management’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 		$9.19K Hold
53
– – ﹤0.01% 435
2025
Q4 		$9.83K Sell
53
-69
-57% -$12.9K ﹤0.01% 428
2025
Q3 		$24.6K Hold
122
– – 0.01% 315
2025
Q2 		$26.7K Sell
122
-10
-8% -$2.26K 0.01% 307
2025
Q1 		$32.2K Hold
132
– – 0.01% 295
2024
Q4 		$28K Buy
132
+3
+2% +$666 0.01% 300
2024
Q3 		$28.8K Hold
129
– – 0.01% 303
2024
Q2 		$27.2K Hold
129
– – 0.01% 300
2024
Q1 		$26.6K Hold
129
– – 0.01% 298
2023
Q4 		$24.4K Hold
129
– – 0.01% 291
2023
Q3 		$24.5K Buy
129
+40
+45% +$7.67K 0.01% 280
2023
Q2 		$16.7K Buy
+89
New +$15.8K ﹤0.01% 302

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cherry Tree Wealth Management's MRSH Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Marsh (MRSH) position steady in Q1 2026 at 53 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Cherry Tree Wealth Management first reported a position in MRSH in Q2 2023 and has held it in 12 quarters since. The position peaked at $32.2K in Q1 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Cherry Tree Wealth Management held 53 shares of Marsh worth $9.19K as of Q1 2026.
  • Cherry Tree Wealth Management left its Marsh share count unchanged in Q1 2026.
  • Marsh made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #435 holding.
  • Cherry Tree Wealth Management first reported a position in Marsh in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Marsh position peaked at $32.2K in Q1 2025.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.