QWP
MRSH

Quotient Wealth Partners’s Marsh MRSH Stock Holding History

Quotient Wealth Partners’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 		$456K Buy
2,630
+34
+1% +$6.11K 0.01% 209
2025
Q4 		$482K Sell
2,596
-1,167
-31% -$218K 0.01% 199
2025
Q3 		$758K Buy
3,763
+387
+11% +$79.6K 0.02% 142
2025
Q2 		$738K Sell
3,376
-250
-7% -$56.4K 0.02% 144
2025
Q1 		$885K Sell
3,626
-132
-4% -$29.9K 0.03% 116
2024
Q4 		$798K Sell
3,758
-222
-6% -$49.3K 0.03% 124
2024
Q3 		$888K Sell
3,980
-42
-1% -$9.32K 0.03% 119
2024
Q2 		$848K Buy
4,022
+1,804
+81% +$371K 0.03% 118
2024
Q1 		$457K Buy
2,218
+312
+16% +$62.2K 0.02% 182
2023
Q4 		$361K Buy
+1,906
New +$368K 0.01% 207

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

Quotient Wealth Partners's MRSH Position: Q1 2026 in Review

Quotient Wealth Partners increased its Marsh (MRSH) stake by 1.3% in Q1 2026, buying an estimated $6.11K and bringing the position to 2,630 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #209.

Quotient Wealth Partners first reported a position in MRSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $888K in Q3 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Quotient Wealth Partners held 2,630 shares of Marsh worth $456K as of Q1 2026.
  • Quotient Wealth Partners bought 34 Marsh shares in Q1 2026, an estimated $6.11K.
  • Marsh made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #209 holding.
  • Quotient Wealth Partners first reported a position in Marsh in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Marsh position peaked at $888K in Q3 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

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