PFS Partners’s Marsh MRSH Stock Holding History

PFS Partners’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	$255K	Buy	1,471 +1	+0.1%	+$180	0.12%	78
2025 Q4	$273K	Hold	1,470	–	–	0.12%	66
2025 Q3	$296K	Hold	1,470	–	–	0.14%	56
2025 Q2	$321K	Buy	1,470 +36	+3%	+$8.13K	0.16%	46
2025 Q1	$350K	Hold	1,434	–	–	0.19%	44
2024 Q4	$305K	Hold	1,434	–	–	0.16%	51
2024 Q3	$320K	Hold	1,434	–	–	0.18%	46
2024 Q2	$302K	Hold	1,434	–	–	0.19%	45
2024 Q1	$295K	Hold	1,434	–	–	0.2%	43
2023 Q4	$272K	Hold	1,434	–	–	0.19%	41
2023 Q3	$273K	Hold	1,434	–	–	0.24%	29
2023 Q2	$270K	Hold	1,434	–	–	0.23%	29
2023 Q1	$239K	Hold	1,434	–	–	0.23%	30
2022 Q4	$237K	Hold	1,434	–	–	0.25%	28
2022 Q3	$214K	Hold	1,434	–	–	0.23%	31
2022 Q2	$223K	Sell	1,434 -75	-5%	-$12K	0.22%	33
2022 Q1	$257K	Sell	1,509 -5	-0.3%	-$788	0.22%	29
2021 Q4	$263K	Buy	+1,514	New	+$251K	0.2%	33

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

PFS Partners's MRSH Position: Q1 2026 in Review

PFS Partners increased its Marsh (MRSH) stake by 0.07% in Q1 2026, buying an estimated $180 and bringing the position to 1,471 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #78.

PFS Partners first reported a position in MRSH in Q4 2021 and has held it in 18 quarters since. The position peaked at $350K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

PFS Partners held 1,471 shares of Marsh worth $255K as of Q1 2026.
PFS Partners bought 1 Marsh share in Q1 2026, an estimated $180.
Marsh made up 0.12% of PFS Partners's portfolio in Q1 2026, its #78 holding.
PFS Partners first reported a position in Marsh in Q4 2021 and has held it in 18 quarters since.
PFS Partners's Marsh position peaked at $350K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.