PI
MRSH

PFG Investments’s Marsh MRSH Stock Holding History

PFG Investments’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 		$961K Buy
5,764
+2,970
+106% +$496K 0.04% 406
2026
Q1 		$485K Buy
2,794
+1,036
+59% +$186K 0.02% 620
2025
Q4 		$326K Buy
1,758
+56
+3% +$10.5K 0.02% 768
2025
Q3 		$343K Sell
1,702
-52
-3% -$10.7K 0.02% 718
2025
Q2 		$383K Sell
1,754
-604
-26% -$136K 0.02% 620
2025
Q1 		$575K Buy
2,358
+316
+15% +$71.7K 0.04% 443
2024
Q4 		$434K Sell
2,042
-371
-15% -$82.3K 0.03% 556
2024
Q3 		$538K Sell
2,413
-30
-1% -$6.66K 0.03% 464
2024
Q2 		$515K Buy
2,443
+94
+4% +$19.3K 0.04% 435
2024
Q1 		$484K Buy
+2,349
New +$468K 0.03% 545

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

PFG Investments's MRSH Position: Q2 2026 in Review

PFG Investments increased its Marsh (MRSH) stake by 106% in Q2 2026, buying an estimated $496K and bringing the position to 5,764 shares worth $961K. The position accounts for 0.04% of the portfolio, ranked #406.

PFG Investments first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • PFG Investments held 5,764 shares of Marsh worth $961K as of Q2 2026.
  • PFG Investments bought 2,970 Marsh shares in Q2 2026, an estimated $496K.
  • Marsh made up 0.04% of PFG Investments's portfolio in Q2 2026, its #406 holding.
  • PFG Investments first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.