Red Tortoise LLC’s Marsh MRSH Stock Holding History

Red Tortoise LLC’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	$7.46K	Hold	43	–	–	﹤0.01%	332
2025 Q4	$7.98K	Hold	43	–	–	﹤0.01%	317
2025 Q3	$8.67K	Hold	43	–	–	﹤0.01%	305
2025 Q2	$9.4K	Hold	43	–	–	﹤0.01%	279
2025 Q1	$10.5K	Hold	43	–	–	0.01%	233
2024 Q4	$9.13K	Hold	43	–	–	﹤0.01%	275
2024 Q3	$9.59K	Hold	43	–	–	﹤0.01%	258
2024 Q2	$9.06K	Hold	43	–	–	﹤0.01%	258
2024 Q1	$8.86K	Hold	43	–	–	﹤0.01%	250
2023 Q4	$8.15K	Hold	43	–	–	﹤0.01%	214
2023 Q3	$8.18K	Hold	43	–	–	0.01%	198
2023 Q2	$8.09K	Hold	43	–	–	0.01%	208
2023 Q1	$7.16K	Hold	43	–	–	﹤0.01%	215
2022 Q4	$7.12K	Buy	+43	New	+$7.03K	﹤0.01%	264
2021 Q4	–	Sell	-43	Closed	-$6K	–	343
2021 Q3	$6K	Buy	+43	New	+$6.5K	﹤0.01%	273

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

Red Tortoise LLC's MRSH Position: Q1 2026 in Review

Red Tortoise LLC held its Marsh (MRSH) position steady in Q1 2026 at 43 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Red Tortoise LLC first reported a position in MRSH in Q3 2021 and has held it in 15 quarters since. The position peaked at $10.5K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Red Tortoise LLC held 43 shares of Marsh worth $7.46K as of Q1 2026.
Red Tortoise LLC left its Marsh share count unchanged in Q1 2026.
Marsh made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #332 holding.
Red Tortoise LLC first reported a position in Marsh in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Marsh position peaked at $10.5K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.