Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$433K Buy
2,494
+586
+31% +$105K 0.03% 246
2025
Q4
$354K Buy
1,908
+519
+37% +$97K 0.02% 269
2025
Q3
$280K Buy
1,389
+3
+0.2% +$617 0.02% 274
2025
Q2
$303K Buy
1,386
+380
+38% +$85.8K 0.02% 263
2025
Q1
$246K Buy
1,006
+2
+0.2% +$454 0.02% 271
2024
Q4
$213K Buy
1,004
+2
+0.2% +$444 0.02% 291
2024
Q3
$224K Buy
1,002
+2
+0.2% +$444 0.02% 287
2024
Q2
$211K Buy
1,000
+2
+0.2% +$411 0.02% 283
2024
Q1
$206K Buy
+998
New +$199K 0.02% 289

Other funds holding MRSH

FAS Wealth Partners's MRSH Position: Q1 2026 in Review

FAS Wealth Partners increased its Marsh (MRSH) stake by 31% in Q1 2026, buying an estimated $105K and bringing the position to 2,494 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #246.

FAS Wealth Partners first reported a position in MRSH in Q1 2024 and has held it in 9 quarters since. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • FAS Wealth Partners held 2,494 shares of Marsh worth $433K as of Q1 2026.
  • FAS Wealth Partners bought 586 Marsh shares in Q1 2026, an estimated $105K.
  • Marsh made up 0.03% of FAS Wealth Partners's portfolio in Q1 2026, its #246 holding.
  • FAS Wealth Partners first reported a position in Marsh in Q1 2024 and has held it in 9 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.