RWM
MRSH

Rialto Wealth Management’s Marsh MRSH Stock Holding History

Rialto Wealth Management’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 		$39.5K Buy
228
+5
+2% +$899 0.01% 306
2025
Q4 		$41.4K Buy
223
+212
+1,927% +$39.6K 0.01% 295
2025
Q3 		$2.22K Buy
11
+6
+120% +$1.23K ﹤0.01% 639
2025
Q2 		$1.09K Buy
5
+3
+150% +$677 ﹤0.01% 820
2025
Q1 		$489 Buy
+2
New +$454 ﹤0.01% 877

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

Rialto Wealth Management's MRSH Position: Q1 2026 in Review

Rialto Wealth Management increased its Marsh (MRSH) stake by 2.2% in Q1 2026, buying an estimated $899 and bringing the position to 228 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #306.

Rialto Wealth Management first reported a position in MRSH in Q1 2025 and has held it in 5 quarters since. The position peaked at $41.4K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Rialto Wealth Management held 228 shares of Marsh worth $39.5K as of Q1 2026.
  • Rialto Wealth Management bought 5 Marsh shares in Q1 2026, an estimated $899.
  • Marsh made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #306 holding.
  • Rialto Wealth Management first reported a position in Marsh in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Marsh position peaked at $41.4K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.