Riverwater Partners’s Marsh MRSH Stock Holding History

Riverwater 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	$269K	Sell	1,551 -421	-21%	-$75.7K	0.09%	183
2025 Q4	$366K	Buy	1,972 +499	+34%	+$93.3K	0.14%	156
2025 Q3	$297K	Buy	1,473 +420	+40%	+$86.4K	0.12%	183
2025 Q2	$230K	Buy	1,053 +22	+2%	+$4.97K	0.11%	191
2025 Q1	$252K	Buy	1,031 +85	+9%	+$19.3K	0.13%	178
2024 Q4	$201K	Sell	946 -1	-0.1%	-$222	0.1%	211
2024 Q3	$211K	Sell	947 -25	-3%	-$5.55K	0.1%	200
2024 Q2	$205K	Sell	972 -36	-4%	-$7.39K	0.15%	181
2024 Q1	$208K	Buy	+1,008	New	+$201K	0.15%	183
2023 Q4	–	Sell	-1,312	Closed	-$250K	–	203
2023 Q3	$250K	Sell	1,312 -141	-10%	-$27K	0.23%	157
2023 Q2	$273K	Hold	1,453	–	–	0.24%	142
2023 Q1	$242K	Sell	1,453 -9	-0.6%	-$1.5K	0.22%	151
2022 Q4	$242K	Sell	1,462 -227	-13%	-$37.1K	0.21%	165
2022 Q3	$252K	Buy	1,689 +1	+0.1%	+$160	0.25%	135
2022 Q2	$262K	Buy	+1,688	New	+$271K	0.26%	136
2022 Q1	–	Sell	-1,956	Closed	-$340K	–	171
2021 Q4	$340K	Buy	+1,956	New	+$325K	0.3%	125

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

Riverwater Partners's MRSH Position: Q1 2026 in Review

Riverwater Partners reduced its Marsh (MRSH) stake by 21% in Q1 2026, selling an estimated $75.7K and leaving 1,551 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #183.

Riverwater Partners first reported a position in MRSH in Q4 2021 and has held it in 16 quarters since. The position peaked at $366K in Q4 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Riverwater Partners held 1,551 shares of Marsh worth $269K as of Q1 2026.
Riverwater Partners sold 421 Marsh shares in Q1 2026, an estimated $75.7K.
Marsh made up 0.09% of Riverwater Partners's portfolio in Q1 2026, its #183 holding.
Riverwater Partners first reported a position in Marsh in Q4 2021 and has held it in 16 quarters since.
Riverwater Partners's Marsh position peaked at $366K in Q4 2025.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.