PW
MRSH

PUREfi Wealth’s Marsh MRSH Stock Holding History

PUREfi Wealth’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 		$230K Sell
1,325
-2,054
-61% -$369K 0.15% 167
2025
Q4 		$627K Sell
3,379
-776
-19% -$145K 0.48% 56
2025
Q3 		$837K Buy
4,155
+249
+6% +$51.2K 0.64% 45
2025
Q2 		$854K Buy
3,906
+582
+18% +$131K 0.68% 39
2025
Q1 		$811K Buy
3,324
+1,726
+108% +$392K 0.81% 27
2024
Q4 		$339K Buy
+1,598
New +$355K 0.33% 84

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

PUREfi Wealth's MRSH Position: Q1 2026 in Review

PUREfi Wealth reduced its Marsh (MRSH) stake by 61% in Q1 2026, selling an estimated $369K and leaving 1,325 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #167.

PUREfi Wealth first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $854K in Q2 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • PUREfi Wealth held 1,325 shares of Marsh worth $230K as of Q1 2026.
  • PUREfi Wealth sold 2,054 Marsh shares in Q1 2026, an estimated $369K.
  • Marsh made up 0.15% of PUREfi Wealth's portfolio in Q1 2026, its #167 holding.
  • PUREfi Wealth first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
  • PUREfi Wealth's Marsh position peaked at $854K in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.