SF
MRSH

Summit Financial’s Marsh MRSH Stock Holding History

Summit Financial’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 		$1.47M Sell
8,490
-2,084
-20% -$375K 0.02% 656
2025
Q4 		$1.96M Sell
10,574
-271
-2% -$50.7K 0.03% 502
2025
Q3 		$2.19M Sell
10,845
-1,792
-14% -$369K 0.03% 463
2025
Q2 		$2.76M Sell
12,637
-537
-4% -$121K 0.06% 245
2025
Q1 		$3.21M Buy
13,174
+150
+1% +$34K 0.09% 195
2024
Q4 		$2.77M Buy
13,024
+370
+3% +$82.1K 0.1% 169
2024
Q3 		$2.82M Buy
12,654
+256
+2% +$56.8K 0.11% 146
2024
Q2 		$2.61M Buy
12,398
+5,206
+72% +$1.07M 0.12% 121
2024
Q1 		$1.48M Sell
7,192
-173
-2% -$34.5K 0.09% 135
2023
Q4 		$1.4M Buy
7,365
+61
+0.8% +$11.8K 0.09% 139
2023
Q3 		$1.39M Sell
7,304
-164
-2% -$31.4K 0.1% 126
2023
Q2 		$1.4M Sell
7,468
-198
-3% -$35.1K 0.1% 115
2023
Q1 		$1.28M Buy
7,666
+21
+0.3% +$3.5K 0.11% 94
2022
Q4 		$1.27M Sell
7,645
-347
-4% -$56.7K 0.12% 92
2022
Q3 		$1.19M Buy
7,992
+1,168
+17% +$187K 0.11% 88
2022
Q2 		$1.06M Sell
6,824
-55
-0.8% -$8.81K 0.1% 93
2022
Q1 		$1.17M Buy
6,879
+1,135
+20% +$179K 0.09% 103
2021
Q4 		$998K Buy
5,744
+1,803
+46% +$300K 0.08% 108
2021
Q3 		$597K Buy
3,941
+2,047
+108% +$310K 0.05% 121
2021
Q2 		$266K Buy
+1,894
New +$254K 0.03% 146

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

Summit Financial's MRSH Position: Q1 2026 in Review

Summit Financial reduced its Marsh (MRSH) stake by 20% in Q1 2026, selling an estimated $375K and leaving 8,490 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #656.

Summit Financial first reported a position in MRSH in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.21M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Summit Financial held 8,490 shares of Marsh worth $1.47M as of Q1 2026.
  • Summit Financial sold 2,084 Marsh shares in Q1 2026, an estimated $375K.
  • Marsh made up 0.02% of Summit Financial's portfolio in Q1 2026, its #656 holding.
  • Summit Financial first reported a position in Marsh in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's Marsh position peaked at $3.21M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.