LFA
MRSH

Legacy Financial Advisors’s Marsh MRSH Stock Holding History

Legacy Financial 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 		$1.13M Buy
6,537
+4,879
+294% +$877K 0.16% 113
2025
Q4 		$308K Sell
1,658
-464
-22% -$86.7K 0.04% 310
2025
Q3 		$428K Buy
2,122
+90
+4% +$18.5K 0.06% 251
2025
Q2 		$444K Sell
2,032
-311
-13% -$70.2K 0.07% 215
2025
Q1 		$572K Buy
2,343
+26
+1% +$5.9K 0.1% 173
2024
Q4 		$492K Buy
2,317
+3
+0.1% +$666 0.08% 196
2024
Q3 		$516K Buy
2,314
+92
+4% +$20.4K 0.09% 191
2024
Q2 		$468K Buy
2,222
+49
+2% +$10.1K 0.08% 184
2024
Q1 		$448K Buy
2,173
+198
+10% +$39.5K 0.08% 189
2023
Q4 		$374K Buy
1,975
+48
+2% +$9.28K 0.07% 196
2023
Q3 		$367K Buy
1,927
+127
+7% +$24.3K 0.07% 180
2023
Q2 		$339K Buy
1,800
+155
+9% +$27.5K 0.06% 187
2023
Q1 		$274K Sell
1,645
-34
-2% -$5.66K 0.06% 199
2022
Q4 		$278K Buy
1,679
+216
+15% +$35.3K 0.06% 189
2022
Q3 		$218K Buy
1,463
+118
+9% +$18.9K 0.05% 202
2022
Q2 		$209K Buy
+1,345
New +$216K 0.05% 204
2019
Q2 		– Sell
-389
Closed -$37K – 602
2019
Q1 		$37K Buy
389
+110
+39% +$9.73K 0.01% 328
2018
Q4 		$22K Buy
279
+150
+116% +$12.5K 0.01% 393
2018
Q3 		$10K Buy
129
+68
+111% +$5.76K ﹤0.01% 521
2018
Q2 		$5K Buy
61
+18
+42% +$1.47K ﹤0.01% 700
2018
Q1 		$3K Hold
43
– – ﹤0.01% 717
2017
Q4 		$3K Buy
+43
New +$3.57K ﹤0.01% 703

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

Legacy Financial Advisors's MRSH Position: Q1 2026 in Review

Legacy Financial Advisors increased its Marsh (MRSH) stake by 294% in Q1 2026, buying an estimated $877K and bringing the position to 6,537 shares worth $1.13M. The position accounts for 0.16% of the portfolio, ranked #113.

Legacy Financial Advisors first reported a position in MRSH in Q4 2017 and has held it in 22 quarters since. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Legacy Financial Advisors held 6,537 shares of Marsh worth $1.13M as of Q1 2026.
  • Legacy Financial Advisors bought 4,879 Marsh shares in Q1 2026, an estimated $877K.
  • Marsh made up 0.16% of Legacy Financial Advisors's portfolio in Q1 2026, its #113 holding.
  • Legacy Financial Advisors first reported a position in Marsh in Q4 2017 and has held it in 22 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.