RVW Wealth’s Marsh MRSH Stock Holding History

RVW Wealth’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	–	Sell	-1,664	Closed	-$309K	–	184
2025 Q4	$309K	Buy	1,664 +20	+1%	+$3.74K	0.02%	140
2025 Q3	$331K	Hold	1,644	–	–	0.03%	136
2025 Q2	$359K	Sell	1,644 -37	-2%	-$8.35K	0.03%	124
2025 Q1	$410K	Buy	+1,681	New	+$381K	0.04%	106
2023 Q4	–	Sell	-169	Closed	-$32.2K	–	273
2023 Q3	$32.2K	Buy	+169	New	+$32.4K	﹤0.01%	277

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

RVW Wealth's MRSH Position: Q1 2026 in Review

RVW Wealth sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,664 shares — an estimated $309K sold.

RVW Wealth first reported a position in MRSH in Q3 2023 and held it in 5 quarters. The position peaked at $410K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

RVW Wealth reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
RVW Wealth sold 1,664 Marsh shares in Q1 2026, an estimated $309K.
RVW Wealth first reported a position in Marsh in Q3 2023 and held it in 5 quarters.
RVW Wealth's Marsh position peaked at $410K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on RVW Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.