Financiere des Professionnels’s Marsh MRSH Stock Holding History

Financiere des Professionnels’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	–	Sell	-8,398	Closed	-$1.56M	–	413
2025 Q4	$1.56M	Sell	8,398 -11,530	-58%	-$2.16M	0.09%	164
2025 Q3	$4.02M	Sell	19,928 -400	-2%	-$82.3K	0.23%	103
2025 Q2	$4.44M	Sell	20,328 -1,357	-6%	-$306K	0.27%	98
2025 Q1	$5.29M	Sell	21,685 -457	-2%	-$104K	0.34%	84
2024 Q4	$4.7M	Sell	22,142 -394	-2%	-$87.4K	0.33%	93
2024 Q3	$5.03M	Sell	22,536 -248	-1%	-$55K	0.34%	89
2024 Q2	$4.83M	Buy	22,784 +118	+0.5%	+$24.2K	0.38%	84
2024 Q1	$4.67M	Hold	22,666	–	–	0.38%	81
2023 Q4	$4.29M	Buy	22,666 +186	+0.8%	+$35.9K	0.38%	82
2023 Q3	$4.28M	Buy	+22,480	New	+$4.31M	0.41%	75

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financiere des Professionnels's MRSH Position: Q1 2026 in Review

Financiere des Professionnels sold out of Marsh (MRSH) in Q1 2026, closing a stake of 8,398 shares — an estimated $1.56M sold.

Financiere des Professionnels first reported a position in MRSH in Q3 2023 and held it in 10 quarters. The position peaked at $5.29M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Financiere des Professionnels reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
Financiere des Professionnels sold 8,398 Marsh shares in Q1 2026, an estimated $1.56M.
Financiere des Professionnels first reported a position in Marsh in Q3 2023 and held it in 10 quarters.
Financiere des Professionnels's Marsh position peaked at $5.29M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Financiere des Professionnels's 13F filing for Q1 2026, filed 6 May 2026.