CFD
MRSH

Creative Financial Designs’s Marsh MRSH Stock Holding History

Creative Financial Designs’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 		$2.6K Sell
15
-8
-35% -$1.44K ﹤0.01% 1733
2025
Q4 		$4.27K Sell
23
-23
-50% -$4.3K ﹤0.01% 1542
2025
Q3 		$9.27K Sell
46
-2
-4% -$411 ﹤0.01% 1388
2025
Q2 		$10.5K Sell
48
-22
-31% -$4.97K ﹤0.01% 1331
2025
Q1 		$17.1K Buy
70
+13
+23% +$2.95K ﹤0.01% 1131
2024
Q4 		$12.1K Hold
57
– – ﹤0.01% 1178
2024
Q3 		$12.7K Buy
57
+37
+185% +$8.21K ﹤0.01% 1143
2024
Q2 		$4.21K Hold
20
– – ﹤0.01% 1352
2024
Q1 		$4.12K Buy
+20
New +$3.99K ﹤0.01% 1356
2023
Q1 		– Sell
-61
Closed -$10.1K – 1428
2022
Q4 		$10.1K Hold
61
– – ﹤0.01% 898
2022
Q3 		$9K Hold
61
– – ﹤0.01% 915
2022
Q2 		$9K Sell
61
-11
-15% -$1.76K ﹤0.01% 889
2022
Q1 		$12K Sell
72
-29
-29% -$4.57K ﹤0.01% 870
2021
Q4 		$18K Sell
101
-1,916
-95% -$318K ﹤0.01% 782
2021
Q3 		$305K Buy
2,017
+39
+2% +$5.9K 0.05% 241
2021
Q2 		$278K Sell
1,978
-2,837
-59% -$380K 0.05% 250
2021
Q1 		$586K Buy
4,815
+4,804
+43,673% +$553K 0.11% 148
2020
Q4 		$1K Hold
11
– – ﹤0.01% 1191
2020
Q3 		$1K Hold
11
– – ﹤0.01% 1161
2020
Q2 		$1K Buy
+11
New +$1.11K ﹤0.01% 1108
2019
Q4 		– Sell
-23
Closed -$2K – 596
2019
Q3 		$2K Buy
+23
New +$2.3K ﹤0.01% 556
2017
Q1 		– Sell
-2
Closed – – 812
2016
Q4 		$0 Buy
+2
New +$134 ﹤0.01% 744

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

Creative Financial Designs's MRSH Position: Q1 2026 in Review

Creative Financial Designs reduced its Marsh (MRSH) stake by 35% in Q1 2026, selling an estimated $1.44K and leaving 15 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Creative Financial Designs first reported a position in MRSH in Q4 2016 and has held it in 22 quarters since. The position peaked at $586K in Q1 2021. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Creative Financial Designs held 15 shares of Marsh worth $2.6K as of Q1 2026.
  • Creative Financial Designs sold 8 Marsh shares in Q1 2026, an estimated $1.44K.
  • Marsh made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1733 holding.
  • Creative Financial Designs first reported a position in Marsh in Q4 2016 and has held it in 22 quarters since.
  • Creative Financial Designs's Marsh position peaked at $586K in Q1 2021.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.