Marble Wealth’s Marsh MRSH Stock Holding History

Marble Wealth’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	–	Sell	-1,727	Closed	-$320K	–	257
2025 Q4	$320K	Buy	+1,727	New	+$323K	0.04%	220

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marble Wealth's MRSH Position: Q1 2026 in Review

Marble Wealth sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,727 shares — an estimated $320K sold.

Marble Wealth first reported a position in MRSH in Q4 2025 and held it in 1 quarter. The position peaked at $320K in Q4 2025. 1,546 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Marble Wealth reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
Marble Wealth sold 1,727 Marsh shares in Q1 2026, an estimated $320K.
Marble Wealth first reported a position in Marsh in Q4 2025 and held it in 1 quarter.
Marble Wealth's Marsh position peaked at $320K in Q4 2025.
1,546 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Marble Wealth's 13F filing for Q1 2026, filed 14 May 2026.