Stokes Family Office’s Marsh MRSH Stock Holding History

Stokes Family Office’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	$369K	Sell	2,127 -683	-24%	-$123K	0.04%	217
2025 Q4	$521K	Buy	2,810 +900	+47%	+$168K	0.05%	188
2025 Q3	$385K	Buy	+1,910	New	+$393K	0.04%	204
2023 Q4	–	Sell	-6,307	Closed	-$1.2M	–	292
2023 Q3	$1.2M	Buy	6,307 +446	+8%	+$85.5K	0.14%	118
2023 Q2	$1.1M	Buy	5,861 +1,839	+46%	+$326K	0.13%	118
2023 Q1	$670K	Sell	4,022 -954	-19%	-$159K	0.08%	143
2022 Q4	$823K	Buy	4,976 +305	+7%	+$49.9K	0.11%	122
2022 Q3	$697K	Buy	4,671 +356	+8%	+$57.1K	0.1%	127
2022 Q2	$670K	Buy	4,315 +407	+10%	+$65.2K	0.09%	136
2022 Q1	$666K	Sell	3,908 -463	-11%	-$73K	0.09%	139
2021 Q4	$760K	Buy	4,371 +768	+21%	+$128K	0.09%	124
2021 Q3	$546K	Buy	3,603 +1,569	+77%	+$237K	0.08%	138
2021 Q2	$286K	Buy	+2,034	New	+$273K	0.04%	180

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

Stokes Family Office's MRSH Position: Q1 2026 in Review

Stokes Family Office reduced its Marsh (MRSH) stake by 24% in Q1 2026, selling an estimated $123K and leaving 2,127 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #217.

Stokes Family Office first reported a position in MRSH in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.2M in Q3 2023. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Stokes Family Office held 2,127 shares of Marsh worth $369K as of Q1 2026.
Stokes Family Office sold 683 Marsh shares in Q1 2026, an estimated $123K.
Marsh made up 0.04% of Stokes Family Office's portfolio in Q1 2026, its #217 holding.
Stokes Family Office first reported a position in Marsh in Q2 2021 and has held it in 13 quarters since.
Stokes Family Office's Marsh position peaked at $1.2M in Q3 2023.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.