PF
MRSH

Phoenix Financial’s Marsh MRSH Stock Holding History

Phoenix Financial’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 		$2.1M Sell
12,025
-4,412
-27% -$793K 0.02% 173
2025
Q4 		$3.05M Sell
16,437
-4,484
-21% -$838K 0.03% 156
2025
Q3 		$4.22M Sell
20,921
-22,362
-52% -$4.6M 0.05% 142
2025
Q2 		$9.46M Sell
43,283
-1,746
-4% -$394K 0.12% 93
2025
Q1 		$11M Sell
45,029
-6,288
-12% -$1.43M 0.17% 89
2024
Q4 		$10.9M Buy
51,317
+3,107
+6% +$689K 0.15% 89
2024
Q3 		$10.8M Buy
48,210
+8,619
+22% +$1.91M 0.16% 89
2024
Q2 		$8.34M Buy
39,591
+4,925
+14% +$1.01M 0.13% 92
2024
Q1 		$7.14M Buy
34,666
+833
+2% +$166K 0.1% 100
2023
Q4 		$7.22M Sell
33,833
-9,199
-21% -$1.78M 0.12% 87
2023
Q3 		$8.21M Buy
43,032
+7,600
+21% +$1.46M 0.15% 75
2023
Q2 		$6.66M Buy
+35,432
New +$6.29M 0.14% 77
2023
Q1 		– Sell
-18,751
Closed -$3.12M – 320
2022
Q4 		$3.11M Buy
18,751
+617
+3% +$101K 0.06% 108
2022
Q3 		$2.74M Buy
18,134
+4,554
+34% +$731K 0.06% 127
2022
Q2 		$2.11M Buy
13,580
+2,176
+19% +$349K 0.04% 161
2022
Q1 		$1.94M Buy
+11,404
New +$1.8M 0.03% 197

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Phoenix Financial's MRSH Position: Q1 2026 in Review

Phoenix Financial reduced its Marsh (MRSH) stake by 27% in Q1 2026, selling an estimated $793K and leaving 12,025 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #173.

Phoenix Financial first reported a position in MRSH in Q1 2022 and has held it in 16 quarters since. The position peaked at $11M in Q1 2025. 1,539 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Phoenix Financial held 12,025 shares of Marsh worth $2.1M as of Q1 2026.
  • Phoenix Financial sold 4,412 Marsh shares in Q1 2026, an estimated $793K.
  • Marsh made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #173 holding.
  • Phoenix Financial first reported a position in Marsh in Q1 2022 and has held it in 16 quarters since.
  • Phoenix Financial's Marsh position peaked at $11M in Q1 2025.
  • 1,539 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.