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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
Q2 		– Sell
-1,580
Closed -$274K – 421
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
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 $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

FourThought Financial Partners's MRSH Position: Q2 2026 in Review

FourThought Financial Partners sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,580 shares — an estimated $274K sold.

FourThought Financial Partners first reported a position in MRSH in Q4 2022 and held it in 12 quarters. The position peaked at $363K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • FourThought Financial Partners reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 1,580 Marsh shares in Q2 2026, an estimated $274K.
  • FourThought Financial Partners first reported a position in Marsh in Q4 2022 and held it in 12 quarters.
  • FourThought Financial Partners's Marsh position peaked at $363K in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.