IA
MRSH

IFC Advisors’s Marsh MRSH Stock Holding History

IFC 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 		$271K Buy
1,561
+20
+1% +$3.6K 0.04% 130
2025
Q4 		$286K Buy
1,541
+37
+2% +$6.92K 0.04% 140
2025
Q3 		$303K Sell
1,504
-943
-39% -$194K 0.06% 141
2025
Q2 		$535K Sell
2,447
-71
-3% -$16K 0.1% 106
2025
Q1 		$614K Buy
+2,518
New +$571K 0.13% 100

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

IFC Advisors's MRSH Position: Q1 2026 in Review

IFC Advisors increased its Marsh (MRSH) stake by 1.3% in Q1 2026, buying an estimated $3.6K and bringing the position to 1,561 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #130.

IFC Advisors first reported a position in MRSH in Q1 2025 and has held it in 5 quarters since. The position peaked at $614K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • IFC Advisors held 1,561 shares of Marsh worth $271K as of Q1 2026.
  • IFC Advisors bought 20 Marsh shares in Q1 2026, an estimated $3.6K.
  • Marsh made up 0.04% of IFC Advisors's portfolio in Q1 2026, its #130 holding.
  • IFC Advisors first reported a position in Marsh in Q1 2025 and has held it in 5 quarters since.
  • IFC Advisors's Marsh position peaked at $614K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.