Founders Financial Alliance’s Marsh MRSH Stock Holding History

Founders Financial Alliance’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 Q2	–	Sell	-1,272	Closed	-$221K	–	809
2026 Q1	$221K	Buy	+1,272	New	+$229K	0.04%	365
2025 Q4	–	Sell	-1,055	Closed	-$213K	–	675
2025 Q3	$213K	Buy	+1,055	New	+$217K	0.04%	367
2025 Q2	–	Sell	-1,068	Closed	-$261K	–	595
2025 Q1	$261K	Buy	+1,068	New	+$242K	0.06%	281
2024 Q1	–	Sell	-1,069	Closed	-$203K	–	567
2023 Q4	$203K	Buy	+1,069	New	+$207K	0.08%	240
2023 Q3	–	Sell	-1,111	Closed	-$209K	–	499
2023 Q2	$209K	Buy	+1,111	New	+$197K	0.08%	245
2020 Q4	–	Sell	-323	Closed	-$37K	–	923
2020 Q3	$37K	Buy	+323	New	+$37K	0.02%	432

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Founders Financial Alliance's MRSH Position: Q2 2026 in Review

Founders Financial Alliance sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,272 shares — an estimated $221K sold.

Founders Financial Alliance first reported a position in MRSH in Q3 2020 and held it in 6 quarters. The position peaked at $261K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Founders Financial Alliance reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
Founders Financial Alliance sold 1,272 Marsh shares in Q2 2026, an estimated $221K.
Founders Financial Alliance first reported a position in Marsh in Q3 2020 and held it in 6 quarters.
Founders Financial Alliance's Marsh position peaked at $261K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.