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
2023
Q2 		– Sell
-25,819
Closed -$4.3M – 348
2023
Q1 		$4.3M Buy
+25,819
New +$4.3M 0.1% 99

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

Phoenix Financial's MRSH Position: Q2 2026 in Review

Phoenix Financial reduced its Marsh (MRSH) stake by 14% in Q2 2026, selling an estimated $284K and leaving 10,327 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #206.

Phoenix Financial first reported a position in MRSH in Q1 2022 and has held it in 17 quarters since. The position peaked at $11M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Phoenix Financial held 10,327 shares of Marsh worth $1.73M as of Q2 2026.
  • Phoenix Financial sold 1,698 Marsh shares in Q2 2026, an estimated $284K.
  • Marsh made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #206 holding.
  • Phoenix Financial first reported a position in Marsh in Q1 2022 and has held it in 17 quarters since.
  • Phoenix Financial's Marsh position peaked at $11M in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.