SFA
MRSH

Souders Financial Advisors’s Marsh MRSH Stock Holding History

Souders Financial Advisors’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 		$1,000K Sell
5,763
-790
-12% -$142K 0.11% 90
2025
Q4 		$1.22M Sell
6,553
-507
-7% -$94.8K 0.14% 81
2025
Q3 		$1.42M Sell
7,060
-458
-6% -$94.2K 0.17% 72
2025
Q2 		$1.64M Sell
7,518
-1,265
-14% -$286K 0.21% 60
2025
Q1 		$2.14M Sell
8,783
-4,868
-36% -$1.1M 0.3% 55
2024
Q4 		$2.9M Sell
13,651
-4,878
-26% -$1.08M 0.41% 57
2024
Q3 		$4.13M Sell
18,529
-50
-0.3% -$11.1K 0.58% 49
2024
Q2 		$3.92M Buy
18,579
+443
+2% +$91K 0.59% 44
2024
Q1 		$3.74M Buy
18,136
+15
+0.1% +$2.99K 0.59% 46
2023
Q4 		$3.43M Buy
18,121
+44
+0.2% +$8.5K 0.59% 47
2023
Q3 		$3.44M Sell
18,077
-717
-4% -$137K 0.66% 46
2023
Q2 		$3.53M Sell
18,794
-1,277
-6% -$227K 0.68% 41
2023
Q1 		$3.34M Buy
20,071
+231
+1% +$38.5K 0.71% 41
2022
Q4 		$3.28M Buy
19,840
+164
+0.8% +$26.8K 0.75% 38
2022
Q3 		$2.94M Sell
19,676
-1,707
-8% -$274K 0.8% 38
2022
Q2 		$3.32M Buy
21,383
+667
+3% +$107K 0.95% 30
2022
Q1 		$3.53M Buy
20,716
+247
+1% +$38.9K 1.02% 31
2021
Q4 		$3.56M Sell
20,469
-182
-0.9% -$30.2K 1.02% 28
2021
Q3 		$3.13M Buy
20,651
+204
+1% +$30.9K 1.01% 32
2021
Q2 		$2.88M Buy
20,447
+213
+1% +$28.6K 0.97% 33
2021
Q1 		$2.46M Buy
20,234
+988
+5% +$114K 0.97% 34
2020
Q4 		$2.25M Buy
19,246
+375
+2% +$42.6K 0.98% 32
2020
Q3 		$2.12M Buy
18,871
+713
+4% +$81.7K 1% 33
2020
Q2 		$1.95M Buy
18,158
+8,648
+91% +$875K 1.12% 28
2020
Q1 		$822K Buy
+9,510
New +$1.01M 0.73% 37

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

Souders Financial Advisors's MRSH Position: Q1 2026 in Review

Souders Financial Advisors reduced its Marsh (MRSH) stake by 12% in Q1 2026, selling an estimated $142K and leaving 5,763 shares worth $1,000K. The position accounts for 0.11% of the portfolio, ranked #90.

Souders Financial Advisors first reported a position in MRSH in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.13M in Q3 2024. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Souders Financial Advisors held 5,763 shares of Marsh worth $1,000K as of Q1 2026.
  • Souders Financial Advisors sold 790 Marsh shares in Q1 2026, an estimated $142K.
  • Marsh made up 0.11% of Souders Financial Advisors's portfolio in Q1 2026, its #90 holding.
  • Souders Financial Advisors first reported a position in Marsh in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Marsh position peaked at $4.13M in Q3 2024.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.