RFP
MRSH

Root Financial Partners’s Marsh MRSH Stock Holding History

Root Financial 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 		$211K Buy
1,218
+684
+128% +$123K 0.01% 321
2025
Q4 		$99K Sell
534
-89
-14% -$16.6K 0.01% 470
2025
Q3 		$125K Buy
+623
New +$128K 0.01% 372

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

Root Financial Partners's MRSH Position: Q1 2026 in Review

Root Financial Partners increased its Marsh (MRSH) stake by 128% in Q1 2026, buying an estimated $123K and bringing the position to 1,218 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #321.

Root Financial Partners first reported a position in MRSH in Q3 2025 and has held it in 3 quarters since. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Root Financial Partners held 1,218 shares of Marsh worth $211K as of Q1 2026.
  • Root Financial Partners bought 684 Marsh shares in Q1 2026, an estimated $123K.
  • Marsh made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #321 holding.
  • Root Financial Partners first reported a position in Marsh in Q3 2025 and has held it in 3 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.