TFC Financial Management’s Marsh MRSH Stock Holding History

TFC Financial Management’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	$5.03K	Sell	29 -5	-15%	-$899	﹤0.01%	451
2025 Q4	$6.31K	Sell	34 -2	-6%	-$374	﹤0.01%	428
2025 Q3	$7.26K	Hold	36	–	–	﹤0.01%	425
2025 Q2	$7.87K	Hold	36	–	–	﹤0.01%	393
2025 Q1	$8.79K	Hold	36	–	–	﹤0.01%	368
2024 Q4	$7.65K	Hold	36	–	–	﹤0.01%	376
2024 Q3	$8.03K	Buy	36 +2	+6%	+$444	﹤0.01%	380
2024 Q2	$7.17K	Sell	34 -2	-6%	-$411	﹤0.01%	363
2024 Q1	$7.42K	Buy	36 +2	+6%	+$399	﹤0.01%	355
2023 Q4	$6.44K	Hold	34	–	–	﹤0.01%	361
2023 Q3	$6.47K	Hold	34	–	–	﹤0.01%	371
2023 Q2	$6.39K	Buy	34 +7	+26%	+$1.24K	﹤0.01%	353
2023 Q1	$4.5K	Buy	27 +7	+35%	+$1.17K	﹤0.01%	407
2022 Q4	$3.31K	Hold	20	–	–	﹤0.01%	357
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	376
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	370
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	381
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	429
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	422
2021 Q2	$3K	Sell	20 -142	-88%	-$19K	﹤0.01%	408
2021 Q1	$20K	Hold	162	–	–	0.01%	254
2020 Q4	$19K	Hold	162	–	–	0.01%	255
2020 Q3	$19K	Buy	+162	New	+$18.6K	0.01%	237

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

TFC Financial Management's MRSH Position: Q1 2026 in Review

TFC Financial Management reduced its Marsh (MRSH) stake by 15% in Q1 2026, selling an estimated $899 and leaving 29 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

TFC Financial Management first reported a position in MRSH in Q3 2020 and has held it in 23 quarters since. The position peaked at $20K in Q1 2021. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

TFC Financial Management held 29 shares of Marsh worth $5.03K as of Q1 2026.
TFC Financial Management sold 5 Marsh shares in Q1 2026, an estimated $899.
Marsh made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #451 holding.
TFC Financial Management first reported a position in Marsh in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Marsh position peaked at $20K in Q1 2021.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.