QFW
MRSH

QTR Family Wealth’s Marsh MRSH Stock Holding History

QTR Family 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 		$418K Buy
2,418
+1,021
+73% +$184K 0.17% 137
2025
Q4 		$245K Buy
+1,397
New +$261K 0.11% 221

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

QTR Family Wealth's MRSH Position: Q1 2026 in Review

QTR Family Wealth increased its Marsh (MRSH) stake by 73% in Q1 2026, buying an estimated $184K and bringing the position to 2,418 shares worth $418K. The position accounts for 0.17% of the portfolio, ranked #137.

QTR Family Wealth first reported a position in MRSH in Q4 2025 and has held it in 2 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • QTR Family Wealth held 2,418 shares of Marsh worth $418K as of Q1 2026.
  • QTR Family Wealth bought 1,021 Marsh shares in Q1 2026, an estimated $184K.
  • Marsh made up 0.17% of QTR Family Wealth's portfolio in Q1 2026, its #137 holding.
  • QTR Family Wealth first reported a position in Marsh in Q4 2025 and has held it in 2 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.