RF
MRSH

Rossby Financial’s Marsh MRSH Stock Holding History

Rossby Financial’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 		$181K Sell
1,085
-1,619
-60% -$271K 0.03% 415
2026
Q1 		$465K Sell
2,704
-49
-2% -$8.81K 0.1% 195
2025
Q4 		$511K Sell
2,753
-1,736
-39% -$324K 0.16% 114
2025
Q3 		$904K Buy
4,489
+340
+8% +$69.9K 0.29% 64
2025
Q2 		$907K Buy
4,149
+231
+6% +$52.1K 0.33% 55
2025
Q1 		$859K Buy
3,918
+509
+15% +$115K 0.36% 53
2024
Q4 		$724K Buy
+3,409
New +$756K 0.45% 50

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

Rossby Financial's MRSH Position: Q2 2026 in Review

Rossby Financial reduced its Marsh (MRSH) stake by 60% in Q2 2026, selling an estimated $271K and leaving 1,085 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #415.

Rossby Financial first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $907K in Q2 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Rossby Financial held 1,085 shares of Marsh worth $181K as of Q2 2026.
  • Rossby Financial sold 1,619 Marsh shares in Q2 2026, an estimated $271K.
  • Marsh made up 0.03% of Rossby Financial's portfolio in Q2 2026, its #415 holding.
  • Rossby Financial first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's Marsh position peaked at $907K in Q2 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.