GSEP
MRSH

Golden State Equity Partners’s Marsh MRSH Stock Holding History

Golden State Equity 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 		$324K Buy
1,868
+692
+59% +$124K 0.02% 560
2025
Q4 		$218K Buy
1,176
+166
+16% +$31K 0.04% 462
2025
Q3 		$204K Buy
+1,010
New +$208K 0.03% 429
2024
Q4 		– Sell
-420
Closed -$93.7K – 694
2024
Q3 		$93.7K Sell
420
-581
-58% -$129K 0.05% 286
2024
Q2 		$211K Buy
+1,001
New +$206K 0.04% 376
2023
Q4 		$221K Buy
+1,166
New +$225K 0.05% 330

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Golden State Equity Partners's MRSH Position: Q1 2026 in Review

Golden State Equity Partners increased its Marsh (MRSH) stake by 59% in Q1 2026, buying an estimated $124K and bringing the position to 1,868 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #560.

Golden State Equity Partners first reported a position in MRSH in Q4 2023 and has held it in 6 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Golden State Equity Partners held 1,868 shares of Marsh worth $324K as of Q1 2026.
  • Golden State Equity Partners bought 692 Marsh shares in Q1 2026, an estimated $124K.
  • Marsh made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #560 holding.
  • Golden State Equity Partners first reported a position in Marsh in Q4 2023 and has held it in 6 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.