Pathway Financial Advisors’s Marsh MRSH Stock Holding History

Pathway 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	–	Sell	-1,200	Closed	-$223K	–	144
2025 Q4	$223K	Hold	1,200	–	–	0.03%	138
2025 Q3	$242K	Hold	1,200	–	–	0.03%	129
2025 Q2	$262K	Hold	1,200	–	–	0.04%	114
2025 Q1	$293K	Hold	1,200	–	–	0.05%	130
2024 Q4	$255K	Hold	1,200	–	–	0.06%	138
2024 Q3	$268K	Hold	1,200	–	–	0.07%	130
2024 Q2	$253K	Hold	1,200	–	–	0.07%	135
2024 Q1	$247K	Hold	1,200	–	–	0.07%	140
2023 Q4	$227K	Hold	1,200	–	–	0.07%	138
2023 Q3	$228K	Hold	1,200	–	–	0.08%	119
2023 Q2	$226K	Buy	+1,200	New	+$213K	0.07%	116
2022 Q2	–	Sell	-1,200	Closed	-$205K	–	143
2022 Q1	$205K	Buy	+1,200	New	+$189K	0.08%	134
2020 Q2	–	Sell	-2,823	Closed	-$226K	–	104
2020 Q1	$226K	Hold	2,823	–	–	0.08%	83
2019 Q4	$322K	Buy	+2,823	New	+$295K	0.09%	78
2018 Q1	–	Sell	-40	Closed	-$3K	–	452
2017 Q4	$3K	Buy	+40	New	+$3.33K	﹤0.01%	420

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Pathway Financial Advisors sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,200 shares — an estimated $223K sold.

Pathway Financial Advisors first reported a position in MRSH in Q4 2017 and held it in 15 quarters. The position peaked at $322K in Q4 2019. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Pathway Financial Advisors reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
Pathway Financial Advisors sold 1,200 Marsh shares in Q1 2026, an estimated $223K.
Pathway Financial Advisors first reported a position in Marsh in Q4 2017 and held it in 15 quarters.
Pathway Financial Advisors's Marsh position peaked at $322K in Q4 2019.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Pathway Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.