PPW
MRSH

Parcion Private Wealth’s Marsh MRSH Stock Holding History

Parcion Private 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 		$5.18M Buy
29,893
+1,413
+5% +$254K 0.32% 62
2025
Q4 		$5.28M Buy
28,480
+450
+2% +$84.1K 0.32% 62
2025
Q3 		$5.65M Buy
28,030
+138
+0.5% +$28.4K 0.35% 58
2025
Q2 		$6.1M Buy
27,892
+309
+1% +$69.8K 0.44% 52
2025
Q1 		$6.73M Buy
27,583
+1,645
+6% +$373K 0.55% 44
2024
Q4 		$5.51M Buy
25,938
+521
+2% +$116K 0.42% 56
2024
Q3 		$5.67M Buy
25,417
+1,586
+7% +$352K 0.47% 48
2024
Q2 		$5.02M Buy
23,831
+215
+0.9% +$44.2K 0.46% 46
2024
Q1 		$4.86M Sell
23,616
-84
-0.4% -$16.7K 0.43% 50
2023
Q4 		$4.49M Buy
23,700
+383
+2% +$74K 0.41% 53
2023
Q3 		$4.44M Buy
23,317
+13
+0.1% +$2.49K 0.46% 53
2023
Q2 		$4.38M Buy
23,304
+931
+4% +$165K 0.44% 54
2023
Q1 		$3.73M Buy
22,373
+2,928
+15% +$488K 0.39% 61
2022
Q4 		$3.22M Sell
19,445
-687
-3% -$112K 0.35% 58
2022
Q3 		$3.01M Sell
20,132
-10
-0% -$1.6K 0.34% 65
2022
Q2 		$3.16M Sell
20,142
-2,691
-12% -$431K 0.31% 72
2022
Q1 		$3.89M Sell
22,833
-6,379
-22% -$1.01M 0.36% 63
2021
Q4 		$4.71M Sell
29,212
-314
-1% -$52.2K 0.43% 58
2021
Q3 		$4.78M Sell
29,526
-159
-0.5% -$24K 0.42% 58
2021
Q2 		$4.18M Sell
29,685
-864
-3% -$116K 0.42% 62
2021
Q1 		$3.72M Sell
30,549
-6,272
-17% -$722K 0.42% 66
2020
Q4 		$4.31M Buy
36,821
+2,131
+6% +$242K 0.57% 46
2020
Q3 		$3.97M Buy
34,690
+6,018
+21% +$690K 0.61% 34
2020
Q2 		$3.09M Buy
28,672
+808
+3% +$81.8K 0.52% 32
2020
Q1 		$2.41M Buy
27,864
+1,995
+8% +$213K 0.66% 30
2019
Q4 		$2.88M Buy
+25,869
New +$2.7M 0.63% 38

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

Parcion Private Wealth's MRSH Position: Q1 2026 in Review

Parcion Private Wealth increased its Marsh (MRSH) stake by 5% in Q1 2026, buying an estimated $254K and bringing the position to 29,893 shares worth $5.18M. The position accounts for 0.32% of the portfolio, ranked #62.

Parcion Private Wealth first reported a position in MRSH in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.73M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Parcion Private Wealth held 29,893 shares of Marsh worth $5.18M as of Q1 2026.
  • Parcion Private Wealth bought 1,413 Marsh shares in Q1 2026, an estimated $254K.
  • Marsh made up 0.32% of Parcion Private Wealth's portfolio in Q1 2026, its #62 holding.
  • Parcion Private Wealth first reported a position in Marsh in Q4 2019 and has held it in 26 quarters since.
  • Parcion Private Wealth's Marsh position peaked at $6.73M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.