TA
MRSH

TFB Advisors’s Marsh MRSH Stock Holding History

TFB 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 		$249K Sell
1,434
-96
-6% -$17.3K 0.13% 163
2025
Q4 		$284K Sell
1,530
-94
-6% -$17.6K 0.08% 252
2025
Q3 		$336K Sell
1,624
-966
-37% -$199K 0.1% 224
2025
Q2 		$566K Buy
2,590
+4
+0.2% +$903 0.15% 157
2025
Q1 		$631K Buy
2,586
+10
+0.4% +$2.27K 0.18% 132
2024
Q4 		$547K Buy
2,576
+51
+2% +$11.3K 0.16% 151
2024
Q3 		$563K Sell
2,525
-48
-2% -$10.7K 0.17% 137
2024
Q2 		$542K Buy
2,573
+250
+11% +$51.4K 0.18% 126
2024
Q1 		$464K Buy
+2,323
New +$463K 0.17% 139
2023
Q3 		– Sell
-1,928
Closed -$363K – 182
2023
Q2 		$363K Buy
1,928
+99
+5% +$17.6K 0.16% 153
2023
Q1 		$305K Buy
1,829
+17
+0.9% +$2.83K 0.23% 90
2022
Q4 		$300K Buy
+1,812
New +$296K 0.25% 83

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

TFB Advisors's MRSH Position: Q1 2026 in Review

TFB Advisors reduced its Marsh (MRSH) stake by 6.3% in Q1 2026, selling an estimated $17.3K and leaving 1,434 shares worth $249K. The position accounts for 0.13% of the portfolio, ranked #163.

TFB Advisors first reported a position in MRSH in Q4 2022 and has held it in 12 quarters since. The position peaked at $631K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • TFB Advisors held 1,434 shares of Marsh worth $249K as of Q1 2026.
  • TFB Advisors sold 96 Marsh shares in Q1 2026, an estimated $17.3K.
  • Marsh made up 0.13% of TFB Advisors's portfolio in Q1 2026, its #163 holding.
  • TFB Advisors first reported a position in Marsh in Q4 2022 and has held it in 12 quarters since.
  • TFB Advisors's Marsh position peaked at $631K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.