Focus Partners Wealth
MRSH

Focus Partners Wealth’s Marsh MRSH Stock Holding History

Focus Partners Wealth’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 		$37.2M Buy
214,552
+74,361
+53% +$13.4M 0.04% 353
2025
Q4 		$26M Buy
140,191
+71,939
+105% +$13.4M 0.03% 426
2025
Q3 		$13.8M Buy
68,252
+37,854
+125% +$7.79M 0.02% 479
2025
Q2 		$6.65M Buy
30,398
+1,260
+4% +$284K 0.01% 593
2025
Q1 		$7.11M Buy
29,138
+821
+3% +$186K 0.02% 539
2024
Q4 		$6.02M Buy
28,317
+5,990
+27% +$1.33M 0.02% 572
2024
Q3 		$4.98M Sell
22,327
-91,831
-80% -$20.4M 0.02% 562
2024
Q2 		$24.1M Buy
114,158
+66,697
+141% +$13.7M 0.08% 221
2024
Q1 		$9.78M Buy
47,461
+6,873
+17% +$1.37M 0.08% 217
2023
Q4 		$7.69M Buy
+40,588
New +$7.84M 0.1% 179

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

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

Focus Partners Wealth increased its Marsh (MRSH) stake by 53% in Q1 2026, buying an estimated $13.4M and bringing the position to 214,552 shares worth $37.2M. The position accounts for 0.04% of the portfolio, ranked #353.

Focus Partners Wealth first reported a position in MRSH in Q4 2023 and has held it in 10 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Focus Partners Wealth held 214,552 shares of Marsh worth $37.2M as of Q1 2026.
  • Focus Partners Wealth bought 74,361 Marsh shares in Q1 2026, an estimated $13.4M.
  • Marsh made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #353 holding.
  • Focus Partners Wealth first reported a position in Marsh in Q4 2023 and has held it in 10 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.