Roble Belko & Company’s Marsh MRSH Stock Holding History

Roble Belko & Company’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	$376K	Sell	2,170 -285	-12%	-$51.2K	0.05%	93
2025 Q4	$455K	Buy	2,455 +889	+57%	+$166K	0.06%	86
2025 Q3	$316K	Hold	1,566	–	–	0.04%	90
2025 Q2	$342K	Hold	1,566	–	–	0.05%	90
2025 Q1	$382K	Sell	1,566 -344	-18%	-$78K	0.06%	85
2024 Q4	$406K	Hold	1,910	–	–	0.06%	81
2024 Q3	$426K	Hold	1,910	–	–	0.07%	76
2024 Q2	$402K	Sell	1,910 -396	-17%	-$81.3K	0.07%	77
2024 Q1	$475K	Hold	2,306	–	–	0.08%	74
2023 Q4	$437K	Buy	2,306 +319	+16%	+$61.6K	0.08%	65
2023 Q3	$378K	Hold	1,987	–	–	0.08%	67
2023 Q2	$374K	Hold	1,987	–	–	0.07%	66
2023 Q1	$331K	Sell	1,987 -1,090	-35%	-$182K	0.07%	72
2022 Q4	$509K	Hold	3,077	–	–	0.11%	66
2022 Q3	$459K	Hold	3,077	–	–	0.11%	61
2022 Q2	$478K	Buy	3,077 +1,987	+182%	+$318K	0.11%	59
2022 Q1	$186K	Buy	+1,090	New	+$172K	0.04%	105
2020 Q2	–	Sell	-1,079	Closed	-$93K	–	331
2020 Q1	$93K	Buy	+1,079	New	+$115K	0.03%	119

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

Roble Belko & Company's MRSH Position: Q1 2026 in Review

Roble Belko & Company reduced its Marsh (MRSH) stake by 12% in Q1 2026, selling an estimated $51.2K and leaving 2,170 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #93.

Roble Belko & Company first reported a position in MRSH in Q1 2020 and has held it in 18 quarters since. The position peaked at $509K in Q4 2022. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Roble Belko & Company held 2,170 shares of Marsh worth $376K as of Q1 2026.
Roble Belko & Company sold 285 Marsh shares in Q1 2026, an estimated $51.2K.
Marsh made up 0.05% of Roble Belko & Company's portfolio in Q1 2026, its #93 holding.
Roble Belko & Company first reported a position in Marsh in Q1 2020 and has held it in 18 quarters since.
Roble Belko & Company's Marsh position peaked at $509K in Q4 2022.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.