Compass Financial Management
MRSH icon

Compass Financial Management’s Marsh MRSH Stock Holding History

Compass Financial 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
Q3 		$20.1K Hold
118
– – ﹤0.01% 952
2026
Q2 		$19.7K Buy
+118
New +$19.7K ﹤0.01% 900

Other funds holding MRSH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Compass Financial Management's MRSH Position: Q3 2026 in Review

Compass Financial Management held its Marsh (MRSH) position steady in Q3 2026 at 118 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Compass Financial Management first reported a position in MRSH in Q2 2026 and has held it in 2 quarters since. 1,296 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Compass Financial Management held 118 shares of Marsh worth $20.1K as of Q3 2026.
  • Compass Financial Management left its Marsh share count unchanged in Q3 2026.
  • Marsh made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #952 holding.
  • Compass Financial Management first reported a position in Marsh in Q2 2026 and has held it in 2 quarters since.
  • 1,296 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.