KFI
MRSH

Key Financial Inc’s Marsh MRSH Stock Holding History

Key Financial Inc’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 		$85.5K Buy
493
+382
+344% +$68.7K 0.02% 429
2025
Q4 		$20.6K Hold
111
– – ﹤0.01% 714
2025
Q3 		$22.3K Buy
111
+5
+5% +$1.03K ﹤0.01% 687
2025
Q2 		$23.2K Hold
106
– – ﹤0.01% 662
2025
Q1 		$25.9K Hold
106
– – 0.01% 600
2024
Q4 		$22.5K Hold
106
– – 0.01% 626
2024
Q3 		$23.6K Buy
106
+3
+3% +$666 0.01% 616
2024
Q2 		$21.7K Hold
103
– – 0.01% 623
2024
Q1 		$21.2K Hold
103
– – 0.01% 597
2023
Q4 		$19.5K Hold
103
– – 0.01% 595
2023
Q3 		$19.6K Hold
103
– – 0.01% 572
2023
Q2 		$19.4K Buy
103
+35
+51% +$6.21K 0.01% 583
2023
Q1 		$11.3K Hold
68
– – ﹤0.01% 648
2022
Q4 		$10.2K Hold
68
– – ﹤0.01% 628
2022
Q3 		$10K Buy
68
+49
+258% +$7.86K ﹤0.01% 631
2022
Q2 		$3K Sell
19
-80
-81% -$12.8K ﹤0.01% 893
2022
Q1 		$17K Buy
99
+80
+421% +$12.6K 0.01% 527
2021
Q4 		$3K Hold
19
– – ﹤0.01% 783
2021
Q3 		$3K Sell
19
-594
-97% -$89.8K ﹤0.01% 766
2021
Q2 		$90K Buy
613
+594
+3,126% +$79.6K 0.05% 242
2021
Q1 		$2K Hold
19
– – ﹤0.01% 687
2020
Q4 		$2K Buy
+19
New +$2.16K ﹤0.01% 646
2020
Q2 		– Sell
-19
Closed -$2K – 416
2020
Q1 		$2K Buy
+19
New +$2.03K ﹤0.01% 605

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

Key Financial Inc's MRSH Position: Q1 2026 in Review

Key Financial Inc increased its Marsh (MRSH) stake by 344% in Q1 2026, buying an estimated $68.7K and bringing the position to 493 shares worth $85.5K. The position accounts for 0.02% of the portfolio, ranked #429.

Key Financial Inc first reported a position in MRSH in Q1 2020 and has held it in 23 quarters since. The position peaked at $90K in Q2 2021. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Key Financial Inc held 493 shares of Marsh worth $85.5K as of Q1 2026.
  • Key Financial Inc bought 382 Marsh shares in Q1 2026, an estimated $68.7K.
  • Marsh made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #429 holding.
  • Key Financial Inc first reported a position in Marsh in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Marsh position peaked at $90K in Q2 2021.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.