FFA
MRSH

Fi3 Financial Advisors’s Marsh MRSH Stock Holding History

Fi3 Financial Advisors’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 		$575K Buy
3,314
+2,161
+187% +$389K 0.17% 66
2025
Q4 		$214K Buy
+1,153
New +$216K 0.07% 177

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

Fi3 Financial Advisors's MRSH Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Marsh (MRSH) stake by 187% in Q1 2026, buying an estimated $389K and bringing the position to 3,314 shares worth $575K. The position accounts for 0.17% of the portfolio, ranked #66.

Fi3 Financial Advisors first reported a position in MRSH in Q4 2025 and has held it in 2 quarters since. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Fi3 Financial Advisors held 3,314 shares of Marsh worth $575K as of Q1 2026.
  • Fi3 Financial Advisors bought 2,161 Marsh shares in Q1 2026, an estimated $389K.
  • Marsh made up 0.17% of Fi3 Financial Advisors's portfolio in Q1 2026, its #66 holding.
  • Fi3 Financial Advisors first reported a position in Marsh in Q4 2025 and has held it in 2 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.