Frank Rimerman Advisors’s Marsh MRSH Stock Holding History

Frank Rimerman Advisors’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	$1.04M	Sell	5,994 -14	-0.2%	-$2.52K	0.07%	231
2025 Q4	$1.11M	Buy	6,008 +2,871	+92%	+$537K	0.07%	214
2025 Q3	$632K	Sell	3,137 -258	-8%	-$53.1K	0.04%	312
2025 Q2	$742K	Sell	3,395 -400	-11%	-$90.3K	0.05%	269
2025 Q1	$926K	Buy	3,795 +205	+6%	+$46.5K	0.07%	207
2024 Q4	$763K	Sell	3,590 -4	-0.1%	-$887	0.06%	232
2024 Q3	$802K	Buy	3,594 +179	+5%	+$39.7K	0.06%	249
2024 Q2	$720K	Buy	3,415 +3,386	+11,676%	+$696K	0.05%	269
2024 Q1	$5.97K	Hold	29	–	–	﹤0.01%	200
2023 Q4	$5.5K	Buy	+29	New	+$5.6K	﹤0.01%	195

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

Frank Rimerman Advisors's MRSH Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Marsh (MRSH) stake by 0.23% in Q1 2026, selling an estimated $2.52K and leaving 5,994 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #231.

Frank Rimerman Advisors first reported a position in MRSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Frank Rimerman Advisors held 5,994 shares of Marsh worth $1.04M as of Q1 2026.
Frank Rimerman Advisors sold 14 Marsh shares in Q1 2026, an estimated $2.52K.
Marsh made up 0.07% of Frank Rimerman Advisors's portfolio in Q1 2026, its #231 holding.
Frank Rimerman Advisors first reported a position in Marsh in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's Marsh position peaked at $1.11M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.