GWM
MRSH

Graybill Wealth Management’s Marsh MRSH Stock Holding History

Graybill Wealth Management’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 		$1.05M Hold
6,053
– – 0.32% 53
2025
Q4 		$1.12M Hold
6,053
– – 0.33% 50
2025
Q3 		$1.22M Hold
6,053
– – 0.38% 50
2025
Q2 		$1.32M Hold
6,053
– – 0.43% 48
2025
Q1 		$1.48M Buy
+6,053
New +$1.37M 0.51% 47

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

Graybill Wealth Management's MRSH Position: Q1 2026 in Review

Graybill Wealth Management held its Marsh (MRSH) position steady in Q1 2026 at 6,053 shares worth $1.05M. The position accounts for 0.32% of the portfolio, ranked #53.

Graybill Wealth Management first reported a position in MRSH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.48M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Graybill Wealth Management held 6,053 shares of Marsh worth $1.05M as of Q1 2026.
  • Graybill Wealth Management left its Marsh share count unchanged in Q1 2026.
  • Marsh made up 0.32% of Graybill Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Graybill Wealth Management first reported a position in Marsh in Q1 2025 and has held it in 5 quarters since.
  • Graybill Wealth Management's Marsh position peaked at $1.48M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.