PFG
MRSH

Prosperity Financial Group’s Marsh MRSH Stock Holding History

Prosperity Financial 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 		– Sell
-1,176
Closed -$218K – 195
2025
Q4 		$218K Sell
1,176
-4,122
-78% -$770K 0.08% 166
2025
Q3 		$1.07M Sell
5,298
-571
-10% -$117K 0.39% 68
2025
Q2 		$1.28M Buy
5,869
+14
+0.2% +$3.16K 0.55% 56
2025
Q1 		$1.43M Buy
5,855
+98
+2% +$22.2K 0.71% 42
2024
Q4 		$1.22M Buy
5,757
+216
+4% +$47.9K 0.61% 46
2024
Q3 		$1.24M Buy
5,541
+28
+0.5% +$6.21K 0.69% 41
2024
Q2 		$1.16M Sell
5,513
-192
-3% -$39.4K 0.73% 41
2024
Q1 		$1.18M Buy
5,705
+64
+1% +$12.8K 0.73% 40
2023
Q4 		$1.07M Sell
5,641
-240
-4% -$46.4K 0.74% 32
2023
Q3 		$1.12M Buy
5,881
+706
+14% +$135K 0.92% 28
2023
Q2 		$973K Buy
5,175
+121
+2% +$21.5K 0.86% 31
2023
Q1 		$842K Sell
5,054
-16
-0.3% -$2.67K 0.85% 32
2022
Q4 		$839K Buy
+5,070
New +$829K 0.91% 26

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Prosperity Financial Group sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,176 shares — an estimated $218K sold.

Prosperity Financial Group first reported a position in MRSH in Q4 2022 and held it in 13 quarters. The position peaked at $1.43M in Q1 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Prosperity Financial Group reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Prosperity Financial Group sold 1,176 Marsh shares in Q1 2026, an estimated $218K.
  • Prosperity Financial Group first reported a position in Marsh in Q4 2022 and held it in 13 quarters.
  • Prosperity Financial Group's Marsh position peaked at $1.43M in Q1 2025.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

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