TIA
MRSH

Tandem Investment Advisors’s Marsh MRSH Stock Holding History

Tandem Investment Advisors’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
-1,096
Closed -$203K – 90
2025
Q4 		$203K Buy
+1,096
New +$205K 0.01% 80

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tandem Investment Advisors's MRSH Position: Q1 2026 in Review

Tandem Investment Advisors sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,096 shares — an estimated $203K sold.

Tandem Investment Advisors first reported a position in MRSH in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Tandem Investment Advisors reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Tandem Investment Advisors sold 1,096 Marsh shares in Q1 2026, an estimated $203K.
  • Tandem Investment Advisors first reported a position in Marsh in Q4 2025 and held it in 1 quarter.
  • Tandem Investment Advisors's Marsh position peaked at $203K in Q4 2025.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Tandem Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.