SFS
MRSH

Stiles Financial Services’s Marsh MRSH Stock Holding History

Stiles Financial Services’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 		$260K Sell
1,499
-38
-2% -$6.83K 0.08% 157
2025
Q4 		$285K Buy
1,537
+4
+0.3% +$748 0.09% 152
2025
Q3 		$309K Buy
1,533
+3
+0.2% +$617 0.1% 148
2025
Q2 		$335K Buy
1,530
+132
+9% +$29.8K 0.12% 138
2025
Q1 		$341K Buy
1,398
+31
+2% +$7.03K 0.13% 128
2024
Q4 		$290K Buy
1,367
+82
+6% +$18.2K 0.11% 150
2024
Q3 		$287K Sell
1,285
-81
-6% -$18K 0.1% 155
2024
Q2 		$288K Sell
1,366
-150
-10% -$30.8K 0.11% 147
2024
Q1 		$312K Sell
1,516
-97
-6% -$19.3K 0.13% 131
2023
Q4 		$306K Sell
1,613
-46
-3% -$8.89K 0.14% 130
2023
Q3 		$316K Sell
1,659
-1,444
-47% -$277K 0.16% 128
2023
Q2 		$584K Sell
3,103
-409
-12% -$72.6K 0.29% 95
2023
Q1 		$585K Buy
3,512
+9
+0.3% +$1.5K 0.31% 90
2022
Q4 		$580K Sell
3,503
-240
-6% -$39.2K 0.33% 87
2022
Q3 		$559K Sell
3,743
-197
-5% -$31.6K 0.34% 79
2022
Q2 		$612K Buy
3,940
+10
+0.3% +$1.6K 0.37% 77
2022
Q1 		$670K Sell
3,930
-26
-0.7% -$4.1K 0.34% 88
2021
Q4 		$681K Buy
+3,956
New +$657K 0.33% 87

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

Stiles Financial Services's MRSH Position: Q1 2026 in Review

Stiles Financial Services reduced its Marsh (MRSH) stake by 2.5% in Q1 2026, selling an estimated $6.83K and leaving 1,499 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #157.

Stiles Financial Services first reported a position in MRSH in Q4 2021 and has held it in 18 quarters since. The position peaked at $681K in Q4 2021. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Stiles Financial Services held 1,499 shares of Marsh worth $260K as of Q1 2026.
  • Stiles Financial Services sold 38 Marsh shares in Q1 2026, an estimated $6.83K.
  • Marsh made up 0.08% of Stiles Financial Services's portfolio in Q1 2026, its #157 holding.
  • Stiles Financial Services first reported a position in Marsh in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Marsh position peaked at $681K in Q4 2021.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.