LFG
MRSH

Larson Financial Group’s Marsh MRSH Stock Holding History

Larson Financial Group’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
Q2 		$3.6M Buy
21,582
+561
+3% +$93.8K 0.09% 175
2026
Q1 		$3.65M Buy
21,021
+1,494
+8% +$269K 0.12% 156
2025
Q4 		$3.62M Sell
19,527
-1,770
-8% -$331K 0.12% 154
2025
Q3 		$4.29M Buy
21,297
+2,699
+15% +$555K 0.15% 125
2025
Q2 		$4.07M Buy
18,598
+3,002
+19% +$678K 0.16% 125
2025
Q1 		$3.81M Buy
15,596
+2,129
+16% +$483K 0.18% 106
2024
Q4 		$2.86M Buy
13,467
+1,777
+15% +$394K 0.15% 126
2024
Q3 		$2.61M Buy
11,690
+585
+5% +$130K 0.15% 126
2024
Q2 		$2.34M Buy
11,105
+545
+5% +$112K 0.16% 117
2024
Q1 		$2.18M Buy
10,560
+732
+7% +$146K 0.17% 111
2023
Q4 		$1.86M Buy
9,828
+9,571
+3,724% +$1.85M 0.16% 114
2023
Q3 		$48.9K Buy
257
+74
+40% +$14.2K ﹤0.01% 621
2023
Q2 		$34.4K Hold
183
– – ﹤0.01% 622
2023
Q1 		$30.5K Hold
183
– – ﹤0.01% 644
2022
Q4 		$30.3K Buy
183
+18
+11% +$2.94K ﹤0.01% 609
2022
Q3 		$25K Buy
165
+95
+136% +$15.2K ﹤0.01% 579
2022
Q2 		$11K Buy
+70
New +$11.2K ﹤0.01% 694
2020
Q1 		– Sell
-50
Closed -$6K – 613
2019
Q4 		$6K Hold
50
– – ﹤0.01% 352
2019
Q3 		$5K Buy
+50
New +$5K ﹤0.01% 368

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Larson Financial Group's MRSH Position: Q2 2026 in Review

Larson Financial Group increased its Marsh (MRSH) stake by 2.7% in Q2 2026, buying an estimated $93.8K and bringing the position to 21,582 shares worth $3.6M. The position accounts for 0.09% of the portfolio, ranked #175.

Larson Financial Group first reported a position in MRSH in Q3 2019 and has held it in 19 quarters since. The position peaked at $4.29M in Q3 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Larson Financial Group held 21,582 shares of Marsh worth $3.6M as of Q2 2026.
  • Larson Financial Group bought 561 Marsh shares in Q2 2026, an estimated $93.8K.
  • Marsh made up 0.09% of Larson Financial Group's portfolio in Q2 2026, its #175 holding.
  • Larson Financial Group first reported a position in Marsh in Q3 2019 and has held it in 19 quarters since.
  • Larson Financial Group's Marsh position peaked at $4.29M in Q3 2025.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.