FFO
MRSH

Fiduciary Family Office’s Marsh MRSH Stock Holding History

Fiduciary Family Office’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 		$354K Buy
2,040
+640
+46% +$115K 0.1% 142
2025
Q4 		$260K Sell
1,400
-3,902
-74% -$729K 0.07% 155
2025
Q3 		$1.07M Buy
5,302
+1,105
+26% +$227K 0.3% 64
2025
Q2 		$918K Sell
4,197
-144
-3% -$32.5K 0.3% 68
2025
Q1 		$1.06M Buy
+4,341
New +$985K 0.35% 57

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

Fiduciary Family Office's MRSH Position: Q1 2026 in Review

Fiduciary Family Office increased its Marsh (MRSH) stake by 46% in Q1 2026, buying an estimated $115K and bringing the position to 2,040 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #142.

Fiduciary Family Office first reported a position in MRSH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Fiduciary Family Office held 2,040 shares of Marsh worth $354K as of Q1 2026.
  • Fiduciary Family Office bought 640 Marsh shares in Q1 2026, an estimated $115K.
  • Marsh made up 0.1% of Fiduciary Family Office's portfolio in Q1 2026, its #142 holding.
  • Fiduciary Family Office first reported a position in Marsh in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Family Office's Marsh position peaked at $1.07M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.