SC
MRSH

Steph & Co’s Marsh MRSH Stock Holding History

Steph & Co’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
-90
Closed -$16.7K – 314
2025
Q4 		$16.7K Buy
90
+16
+22% +$2.99K ﹤0.01% 260
2025
Q3 		$14.9K Buy
74
+3
+4% +$617 ﹤0.01% 274
2025
Q2 		$15.5K Hold
71
– – 0.01% 250
2025
Q1 		$17.3K Buy
71
+4
+6% +$908 0.01% 213
2024
Q4 		$14.2K Sell
67
-38
-36% -$8.43K ﹤0.01% 224
2024
Q3 		$23.4K Hold
105
– – 0.01% 214
2024
Q2 		$22.1K Buy
105
+8
+8% +$1.64K 0.01% 201
2024
Q1 		$20K Buy
+97
New +$19.3K 0.01% 211

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

Steph & Co's MRSH Position: Q1 2026 in Review

Steph & Co sold out of Marsh (MRSH) in Q1 2026, closing a stake of 90 shares — an estimated $16.7K sold.

Steph & Co first reported a position in MRSH in Q1 2024 and held it in 8 quarters. The position peaked at $23.4K in Q3 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Steph & Co reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Steph & Co sold 90 Marsh shares in Q1 2026, an estimated $16.7K.
  • Steph & Co first reported a position in Marsh in Q1 2024 and held it in 8 quarters.
  • Steph & Co's Marsh position peaked at $23.4K in Q3 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Steph & Co's 13F filing for Q1 2026, filed 17 Apr 2026.