RFS
MRSH

Richardson Financial Services’s Marsh MRSH Stock Holding History

Richardson Financial Services’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 		$60K Sell
346
-60
-15% -$10.8K 0.04% 275
2025
Q4 		$82.9K Sell
406
-1
-0.2% -$187 0.03% 246
2025
Q3 		$82K Sell
407
-69
-14% -$14.2K 0.05% 229
2025
Q2 		$104K Buy
476
+15
+3% +$3.39K 0.07% 197
2025
Q1 		$112K Hold
461
– – 0.09% 177
2024
Q4 		$97.7K Buy
461
+186
+68% +$41.3K 0.07% 192
2024
Q3 		$58K Buy
275
+5
+2% +$1.11K 0.04% 252
2024
Q2 		$56.9K Buy
270
+215
+391% +$44.2K 0.04% 239
2024
Q1 		$11.3K Buy
55
+5
+10% +$996 0.01% 396
2023
Q4 		$9.47K Buy
+50
New +$9.66K 0.01% 314

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

Richardson Financial Services's MRSH Position: Q1 2026 in Review

Richardson Financial Services reduced its Marsh (MRSH) stake by 15% in Q1 2026, selling an estimated $10.8K and leaving 346 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #275.

Richardson Financial Services first reported a position in MRSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $112K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Richardson Financial Services held 346 shares of Marsh worth $60K as of Q1 2026.
  • Richardson Financial Services sold 60 Marsh shares in Q1 2026, an estimated $10.8K.
  • Marsh made up 0.04% of Richardson Financial Services's portfolio in Q1 2026, its #275 holding.
  • Richardson Financial Services first reported a position in Marsh in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Marsh position peaked at $112K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.