Pflug Koory’s Marsh MRSH Stock Holding History

Pflug Koory’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	$10.6K	Hold	61	–	–	﹤0.01%	332
2025 Q4	$11.3K	Hold	61	–	–	0.01%	325
2025 Q3	$12.3K	Hold	61	–	–	0.01%	317
2025 Q2	$13.3K	Hold	61	–	–	0.01%	309
2025 Q1	$14.9K	Hold	61	–	–	0.01%	300
2024 Q4	$13K	Hold	61	–	–	0.01%	309
2024 Q3	$13.6K	Buy	+61	New	+$13.5K	0.01%	309
2024 Q1	$12.6K	Hold	61	–	–	0.01%	309
2023 Q4	$11.6K	Hold	61	–	–	0.01%	317
2023 Q3	$11.6K	Hold	61	–	–	0.01%	309
2023 Q2	$11.5K	Hold	61	–	–	0.01%	318
2023 Q1	$10.2K	Hold	61	–	–	0.01%	329
2022 Q4	$10K	Hold	61	–	–	0.01%	335
2022 Q3	$9K	Buy	+61	New	+$9.79K	0.01%	357
2019 Q4	–	Sell	-100	Closed	-$10K	–	411
2019 Q3	$10K	Hold	100	–	–	0.01%	329
2019 Q2	$10K	Hold	100	–	–	0.01%	323
2019 Q1	$9K	Hold	100	–	–	0.01%	342
2018 Q4	$8K	Hold	100	–	–	0.01%	334
2018 Q3	$8K	Hold	100	–	–	0.01%	338
2018 Q2	$8K	Hold	100	–	–	0.01%	340
2018 Q1	$8K	Hold	100	–	–	0.01%	328
2017 Q4	$8K	Hold	100	–	–	0.01%	320
2017 Q3	$8K	Hold	100	–	–	0.01%	327
2017 Q2	$8K	Hold	100	–	–	0.01%	321
2017 Q1	$7K	Hold	100	–	–	0.01%	325
2016 Q4	$7	Buy	+100	New	+$6.7K	0.01%	313

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

Pflug Koory's MRSH Position: Q1 2026 in Review

Pflug Koory held its Marsh (MRSH) position steady in Q1 2026 at 61 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Pflug Koory first reported a position in MRSH in Q4 2016 and has held it in 26 quarters since. The position peaked at $14.9K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Pflug Koory held 61 shares of Marsh worth $10.6K as of Q1 2026.
Pflug Koory left its Marsh share count unchanged in Q1 2026.
Marsh made up ﹤0.01% of Pflug Koory's portfolio in Q1 2026, its #332 holding.
Pflug Koory first reported a position in Marsh in Q4 2016 and has held it in 26 quarters since.
Pflug Koory's Marsh position peaked at $14.9K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Pflug Koory's 13F filing for Q1 2026, filed 22 Apr 2026.