TCA
MRSH

Trifecta Capital Advisors’s Marsh MRSH Stock Holding History

Trifecta Capital 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
Q2 		$34.3K Buy
206
+6
+3% +$1K ﹤0.01% 207
2026
Q1 		$34.7K Sell
200
-50
-20% -$8.99K 0.01% 186
2025
Q4 		$46.4K Sell
250
-39
-13% -$7.29K 0.01% 170
2025
Q3 		$58.2K Hold
289
– – 0.01% 169
2025
Q2 		$63.2K Hold
289
– – 0.01% 166
2025
Q1 		$70.5K Hold
289
– – 0.01% 120
2024
Q4 		$61.4K Hold
289
– – 0.01% 127
2024
Q3 		$64.5K Sell
289
-61
-17% -$13.5K 0.01% 127
2024
Q2 		$73.8K Buy
350
+61
+21% +$12.5K 0.02% 122
2024
Q1 		$59.5K Hold
289
– – 0.01% 133
2023
Q4 		$54.8K Hold
289
– – 0.02% 133
2023
Q3 		$55K Buy
289
+150
+108% +$28.7K 0.02% 136
2023
Q2 		$26.1K Hold
139
– – 0.01% 176
2023
Q1 		$23.2K Hold
139
– – 0.01% 178
2022
Q4 		$23K Buy
+139
New +$22.7K 0.01% 167

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Trifecta Capital Advisors's MRSH Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Marsh (MRSH) stake by 3% in Q2 2026, buying an estimated $1K and bringing the position to 206 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Trifecta Capital Advisors first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $73.8K in Q2 2024. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Trifecta Capital Advisors held 206 shares of Marsh worth $34.3K as of Q2 2026.
  • Trifecta Capital Advisors bought 6 Marsh shares in Q2 2026, an estimated $1K.
  • Marsh made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #207 holding.
  • Trifecta Capital Advisors first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's Marsh position peaked at $73.8K in Q2 2024.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.