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
Q2 		– Sell
-1,218
Closed -$211K – 2086
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Root Financial Partners's MRSH Position: Q2 2026 in Review

Root Financial Partners sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,218 shares — an estimated $211K sold.

Root Financial Partners first reported a position in MRSH in Q3 2025 and held it in 3 quarters. The position peaked at $211K in Q1 2026. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Root Financial Partners reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,218 Marsh shares in Q2 2026, an estimated $211K.
  • Root Financial Partners first reported a position in Marsh in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Marsh position peaked at $211K in Q1 2026.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.