Prosperity Consulting Group’s Marsh MRSH Stock Holding History

Prosperity Consulting Group’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	$1.01M	Sell	5,831 -6,883	-54%	-$1.24M	0.05%	246
2025 Q4	$2.36M	Sell	12,714 -3,420	-21%	-$639K	0.11%	142
2025 Q3	$3.25M	Sell	16,134 -2,614	-14%	-$538K	0.16%	108
2025 Q2	$4.1M	Sell	18,748 -102	-0.5%	-$23K	0.3%	79
2025 Q1	$4.6M	Sell	18,850 -180	-0.9%	-$40.8K	0.36%	66
2024 Q4	$4.04M	Buy	19,030 +1,444	+8%	+$320K	0.3%	77
2024 Q3	$3.92M	Buy	17,586 +15,461	+728%	+$3.43M	0.31%	77
2024 Q2	$448K	Buy	2,125 +37	+2%	+$7.6K	0.06%	200
2024 Q1	$430K	Buy	+2,088	New	+$416K	0.05%	229

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

Prosperity Consulting Group's MRSH Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Marsh (MRSH) stake by 54% in Q1 2026, selling an estimated $1.24M and leaving 5,831 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #246.

Prosperity Consulting Group first reported a position in MRSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.6M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Prosperity Consulting Group held 5,831 shares of Marsh worth $1.01M as of Q1 2026.
Prosperity Consulting Group sold 6,883 Marsh shares in Q1 2026, an estimated $1.24M.
Marsh made up 0.05% of Prosperity Consulting Group's portfolio in Q1 2026, its #246 holding.
Prosperity Consulting Group first reported a position in Marsh in Q1 2024 and has held it in 9 quarters since.
Prosperity Consulting Group's Marsh position peaked at $4.6M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.