SI
MRSH

Stephens Inc’s Marsh MRSH Stock Holding History

Stephens Inc’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 		$1.29M Buy
7,412
+1,029
+16% +$185K 0.02% 576
2025
Q4 		$1.18M Buy
6,383
+1,162
+22% +$217K 0.01% 594
2025
Q3 		$1.05M Buy
5,221
+1,289
+33% +$265K 0.01% 627
2025
Q2 		$860K Buy
3,932
+77
+2% +$17.4K 0.01% 668
2025
Q1 		$941K Buy
3,855
+131
+4% +$29.7K 0.01% 628
2024
Q4 		$791K Sell
3,724
-143
-4% -$31.7K 0.01% 667
2024
Q3 		$863K Sell
3,867
-645
-14% -$143K 0.01% 647
2024
Q2 		$951K Sell
4,512
-377
-8% -$77.4K 0.01% 606
2024
Q1 		$1.01M Buy
4,889
+501
+11% +$99.8K 0.02% 572
2023
Q4 		$831K Buy
4,388
+290
+7% +$56K 0.01% 580
2023
Q3 		$780K Sell
4,098
-199
-5% -$38.1K 0.01% 585
2023
Q2 		$808K Sell
4,297
-6
-0.1% -$1.06K 0.01% 601
2023
Q1 		$717K Buy
4,303
+620
+17% +$103K 0.01% 614
2022
Q4 		$609K Buy
3,683
+1,252
+52% +$205K 0.01% 632
2022
Q3 		$363K Sell
2,431
-30
-1% -$4.81K 0.01% 815
2022
Q2 		$382K Sell
2,461
-19
-0.8% -$3.04K 0.01% 822
2022
Q1 		$423K Buy
2,480
+572
+30% +$90.2K 0.01% 875
2021
Q4 		$332K Sell
1,908
-224
-11% -$37.2K 0.01% 1007
2021
Q3 		$323K Sell
2,132
-3,501
-62% -$530K 0.01% 1012
2021
Q2 		$792K Sell
5,633
-801
-12% -$107K 0.01% 729
2021
Q1 		$784K Buy
6,434
+207
+3% +$23.8K 0.01% 698
2020
Q4 		$729K Sell
6,227
-81
-1% -$9.2K 0.01% 679
2020
Q3 		$724K Sell
6,308
-567
-8% -$65K 0.01% 633
2020
Q2 		$738K Buy
6,875
+1,413
+26% +$143K 0.02% 606
2020
Q1 		$472K Buy
5,462
+653
+14% +$69.6K 0.01% 659
2019
Q4 		$536K Sell
4,809
-556
-10% -$58.1K 0.01% 706
2019
Q3 		$537K Buy
5,365
+164
+3% +$16.4K 0.01% 733
2019
Q2 		$519K Sell
5,201
-430
-8% -$41.1K 0.01% 749
2019
Q1 		$529K Sell
5,631
-185
-3% -$16.4K 0.01% 744
2018
Q4 		$464K Sell
5,816
-190
-3% -$15.8K 0.01% 724
2018
Q3 		$497K Sell
6,006
-1,272
-17% -$108K 0.01% 779
2018
Q2 		$597K Buy
7,278
+1,059
+17% +$86.5K 0.02% 574
2018
Q1 		$514K Sell
6,219
-202
-3% -$16.7K 0.02% 498
2017
Q4 		$523K Buy
6,421
+1,676
+35% +$139K 0.02% 483
2017
Q3 		$398K Buy
4,745
+868
+22% +$68.8K 0.01% 528
2017
Q2 		$302K Buy
3,877
+249
+7% +$18.8K 0.01% 690
2017
Q1 		$268K Sell
3,628
-357
-9% -$25.5K 0.01% 699
2016
Q4 		$269K Buy
3,985
+119
+3% +$7.98K 0.01% 632
2016
Q3 		$260K Sell
3,866
-98
-2% -$6.56K 0.01% 640
2016
Q2 		$271K Sell
3,964
-2
-0.1% -$128 0.01% 610
2016
Q1 		$241K Buy
+3,966
New +$222K 0.01% 611
2015
Q3 		– Sell
-3,680
Closed -$209K – 784
2015
Q2 		$209K Sell
3,680
-119
-3% -$6.87K 0.01% 699
2015
Q1 		$213K Buy
3,799
+266
+8% +$15K 0.01% 702
2014
Q4 		$202K Buy
+3,533
New +$194K 0.01% 716

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

Stephens Inc's MRSH Position: Q1 2026 in Review

Stephens Inc increased its Marsh (MRSH) stake by 16% in Q1 2026, buying an estimated $185K and bringing the position to 7,412 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #576.

Stephens Inc first reported a position in MRSH in Q4 2014 and has held it in 44 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Stephens Inc held 7,412 shares of Marsh worth $1.29M as of Q1 2026.
  • Stephens Inc bought 1,029 Marsh shares in Q1 2026, an estimated $185K.
  • Marsh made up 0.02% of Stephens Inc's portfolio in Q1 2026, its #576 holding.
  • Stephens Inc first reported a position in Marsh in Q4 2014 and has held it in 44 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.