Tradewinds LLC’s Marsh MRSH Stock Holding History

Tradewinds LLC’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	$235K	Buy	1,415 +17	+1%	+$3.06K	0.08%	130
2025 Q4	$259K	Sell	1,398 -219	-14%	-$40.9K	0.06%	172
2025 Q3	$326K	Buy	+1,617	New	+$333K	0.08%	153
2025 Q2	–	Sell	-1,918	Closed	-$468K	–	190
2025 Q1	$468K	Sell	1,918 -60	-3%	-$13.6K	0.13%	121
2024 Q4	$450K	Sell	1,978 -89	-4%	-$19.7K	0.13%	126
2024 Q3	$461K	Sell	2,067 -11	-0.5%	-$2.44K	0.14%	114
2024 Q2	$438K	Buy	+2,078	New	+$427K	0.13%	123
2023 Q3	$400K	Buy	+2,103	New	+$403K	0.24%	71
2023 Q2	–	Sell	-1,841	Closed	-$307K	–	117
2023 Q1	$307K	Buy	+1,841	New	+$307K	0.19%	89
2022 Q4	–	Sell	-1,796	Closed	-$268K	–	177
2022 Q3	$268K	Buy	1,796 +46	+3%	+$7.38K	0.19%	94
2022 Q2	$272K	Buy	+1,750	New	+$280K	0.19%	95

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

Tradewinds LLC's MRSH Position: Q1 2026 in Review

Tradewinds LLC increased its Marsh (MRSH) stake by 1.2% in Q1 2026, buying an estimated $3.06K and bringing the position to 1,415 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #130.

Tradewinds LLC first reported a position in MRSH in Q2 2022 and has held it in 11 quarters since. The position peaked at $468K in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Tradewinds LLC held 1,415 shares of Marsh worth $235K as of Q1 2026.
Tradewinds LLC bought 17 Marsh shares in Q1 2026, an estimated $3.06K.
Marsh made up 0.08% of Tradewinds LLC's portfolio in Q1 2026, its #130 holding.
Tradewinds LLC first reported a position in Marsh in Q2 2022 and has held it in 11 quarters since.
Tradewinds LLC's Marsh position peaked at $468K in Q1 2025.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Tradewinds LLC's 13F filing for Q1 2026, filed 4 May 2026.