FourThought Financial Partners’s Marsh MRSH Stock Holding History

FourThought Financial Partners’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	$274K	Buy	1,580 +59	+4%	+$10.6K	0.02%	284
2025 Q4	$282K	Buy	1,521 +202	+15%	+$37.8K	0.02%	345
2025 Q3	$266K	Sell	1,319 -80	-6%	-$16.5K	0.02%	391
2025 Q2	$306K	Sell	1,399 -87	-6%	-$19.6K	0.03%	237
2025 Q1	$363K	Sell	1,486 -93	-6%	-$21.1K	0.04%	224
2024 Q4	$336K	Buy	+1,579	New	+$350K	0.03%	235
2024 Q2	–	Sell	-1,526	Closed	-$314K	–	267
2024 Q1	$314K	Buy	1,526 +82	+6%	+$16.3K	0.04%	247
2023 Q4	$274K	Buy	1,444 +9	+0.6%	+$1.74K	0.03%	258
2023 Q3	$273K	Sell	1,435 -73	-5%	-$14K	0.04%	248
2023 Q2	$284K	Buy	1,508 +79	+6%	+$14K	0.04%	258
2023 Q1	$238K	Buy	1,429 +42	+3%	+$7K	0.03%	286
2022 Q4	$230K	Buy	+1,387	New	+$227K	0.03%	284

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

FourThought Financial Partners's MRSH Position: Q1 2026 in Review

FourThought Financial Partners increased its Marsh (MRSH) stake by 3.9% in Q1 2026, buying an estimated $10.6K and bringing the position to 1,580 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #284.

FourThought Financial Partners first reported a position in MRSH in Q4 2022 and has held it in 12 quarters since. The position peaked at $363K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

FourThought Financial Partners held 1,580 shares of Marsh worth $274K as of Q1 2026.
FourThought Financial Partners bought 59 Marsh shares in Q1 2026, an estimated $10.6K.
Marsh made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #284 holding.
FourThought Financial Partners first reported a position in Marsh in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Marsh position peaked at $363K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

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