FFA
MRSH

Florida Financial Advisors’s Marsh MRSH Stock Holding History

Florida 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 		$536K Buy
3,088
+113
+4% +$20.3K 0.13% 159
2025
Q4 		$552K Buy
2,975
+168
+6% +$31.4K 0.15% 139
2025
Q3 		$566K Sell
2,807
-322
-10% -$66.2K 0.17% 130
2025
Q2 		$684K Sell
3,129
-18
-0.6% -$4.06K 0.23% 105
2025
Q1 		$768K Buy
3,147
+378
+14% +$85.8K 0.3% 73
2024
Q4 		$588K Buy
2,769
+316
+13% +$70.1K 0.26% 76
2024
Q3 		$547K Sell
2,453
-232
-9% -$51.5K 0.28% 69
2024
Q2 		$566K Sell
2,685
-73
-3% -$15K 0.34% 60
2024
Q1 		$568K Sell
2,758
-54
-2% -$10.8K 0.42% 47
2023
Q4 		$533K Buy
+2,812
New +$543K 0.49% 35

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

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

Florida Financial Advisors increased its Marsh (MRSH) stake by 3.8% in Q1 2026, buying an estimated $20.3K and bringing the position to 3,088 shares worth $536K. The position accounts for 0.13% of the portfolio, ranked #159.

Florida Financial Advisors first reported a position in MRSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $768K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Florida Financial Advisors held 3,088 shares of Marsh worth $536K as of Q1 2026.
  • Florida Financial Advisors bought 113 Marsh shares in Q1 2026, an estimated $20.3K.
  • Marsh made up 0.13% of Florida Financial Advisors's portfolio in Q1 2026, its #159 holding.
  • Florida Financial Advisors first reported a position in Marsh in Q4 2023 and has held it in 10 quarters since.
  • Florida Financial Advisors's Marsh position peaked at $768K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

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