GAFA
MRSH

Garton & Associates Financial Advisors’s Marsh MRSH Stock Holding History

Garton & Associates 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 		– Sell
-103
Closed -$19K – 463
2025
Q4 		$19K Buy
+103
New +$19.3K 0.01% 660

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 $3.37T AUM 44.26% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Garton & Associates Financial Advisors's MRSH Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Marsh (MRSH) in Q1 2026, closing a stake of 103 shares — an estimated $19K sold.

Garton & Associates Financial Advisors first reported a position in MRSH in Q4 2025 and held it in 1 quarter. The position peaked at $19K in Q4 2025. 1,544 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 103 Marsh shares in Q1 2026, an estimated $19K.
  • Garton & Associates Financial Advisors first reported a position in Marsh in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Marsh position peaked at $19K in Q4 2025.
  • 1,544 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.