FFM
MRSH

Forum Financial Management’s Marsh MRSH Stock Holding History

Forum Financial Management’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
-4,815
Closed -$893K – 727
2025
Q4 		$893K Buy
4,815
+537
+13% +$100K 0.01% 272
2025
Q3 		$862K Buy
4,278
+686
+19% +$141K 0.01% 274
2025
Q2 		$785K Buy
3,592
+380
+12% +$85.8K 0.01% 262
2025
Q1 		$784K Sell
3,212
-34
-1% -$7.71K 0.01% 248
2024
Q4 		$689K Buy
3,246
+570
+21% +$126K 0.01% 287
2024
Q3 		$597K Buy
2,676
+4
+0.1% +$888 0.01% 280
2024
Q2 		$563K Buy
2,672
+98
+4% +$20.1K 0.01% 275
2024
Q1 		$530K Buy
2,574
+24
+0.9% +$4.78K 0.01% 306
2023
Q4 		$483K Buy
2,550
+41
+2% +$7.92K 0.01% 297
2023
Q3 		$477K Sell
2,509
-105
-4% -$20.1K 0.01% 293
2023
Q2 		$492K Sell
2,614
-368
-12% -$65.3K 0.01% 297
2023
Q1 		$497K Sell
2,982
-77
-3% -$12.8K 0.01% 265
2022
Q4 		$506K Buy
3,059
+160
+6% +$26.2K 0.02% 252
2022
Q3 		$433K Hold
2,899
– – 0.02% 248
2022
Q2 		$450K Sell
2,899
-152
-5% -$24.4K 0.02% 252
2022
Q1 		$519K Buy
3,051
+5
+0.2% +$788 0.03% 233
2021
Q4 		$529K Buy
+3,046
New +$506K 0.03% 228

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forum Financial Management's MRSH Position: Q1 2026 in Review

Forum Financial Management sold out of Marsh (MRSH) in Q1 2026, closing a stake of 4,815 shares — an estimated $893K sold.

Forum Financial Management first reported a position in MRSH in Q4 2021 and held it in 17 quarters. The position peaked at $893K in Q4 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Forum Financial Management reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,815 Marsh shares in Q1 2026, an estimated $893K.
  • Forum Financial Management first reported a position in Marsh in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Marsh position peaked at $893K in Q4 2025.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.