COMPASS FINANCIAL MANAGEMENT LLC’s Marsh MRSH Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$19.7K	Buy	+118	New	+$19.7K	﹤0.01%	900

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MRSH Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Marsh (MRSH) in Q2 2026: 118 shares worth $19.7K. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings.

1,199 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 118 shares of Marsh worth $19.7K as of Q2 2026.
Marsh was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Marsh made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #900 holding.
1,199 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.