Frazier Financial Advisors’s Marsh MRSH Stock Holding History

Frazier Financial 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	$38.3K	Buy	221 +40	+22%	+$7.19K	0.02%	219
2025 Q4	$33.6K	Hold	181	–	–	0.02%	210
2025 Q3	$36.5K	Sell	181 -1	-0.5%	-$206	0.02%	192
2025 Q2	$39.7K	Buy	182 +23	+14%	+$5.19K	0.03%	177
2025 Q1	$38.7K	Sell	159 -19	-11%	-$4.31K	0.03%	163
2024 Q4	$37.8K	Hold	178	–	–	0.03%	166
2024 Q3	$39.8K	Sell	178 -27	-13%	-$5.99K	0.03%	164
2024 Q2	$43.3K	Buy	205 +11	+6%	+$2.26K	0.03%	168
2024 Q1	$40K	Buy	194 +2	+1%	+$399	0.03%	172
2023 Q4	$36.4K	Buy	+192	New	+$37.1K	0.03%	159

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

Frazier Financial Advisors's MRSH Position: Q1 2026 in Review

Frazier Financial Advisors increased its Marsh (MRSH) stake by 22% in Q1 2026, buying an estimated $7.19K and bringing the position to 221 shares worth $38.3K. The position accounts for 0.02% of the portfolio, ranked #219.

Frazier Financial Advisors first reported a position in MRSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $43.3K in Q2 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Frazier Financial Advisors held 221 shares of Marsh worth $38.3K as of Q1 2026.
Frazier Financial Advisors bought 40 Marsh shares in Q1 2026, an estimated $7.19K.
Marsh made up 0.02% of Frazier Financial Advisors's portfolio in Q1 2026, its #219 holding.
Frazier Financial Advisors first reported a position in Marsh in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's Marsh position peaked at $43.3K in Q2 2024.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.