TPA
MRSH

Trivium Point Advisory’s Marsh MRSH Stock Holding History

Trivium Point Advisory’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
-1,961
Closed -$364K – 314
2025
Q4 		$364K Sell
1,961
-838
-30% -$157K 0.04% 275
2025
Q3 		$564K Sell
2,799
-1,181
-30% -$243K 0.06% 227
2025
Q2 		$870K Sell
3,980
-213
-5% -$48.1K 0.09% 194
2025
Q1 		$1.02M Buy
4,193
+325
+8% +$73.7K 0.13% 160
2024
Q4 		$822K Sell
3,868
-81
-2% -$18K 0.1% 188
2024
Q3 		$891K Buy
3,949
+535
+16% +$119K 0.12% 179
2024
Q2 		$719K Buy
3,414
+2,106
+161% +$433K 0.11% 183
2024
Q1 		$269K Buy
+1,308
New +$261K 0.06% 192

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

Trivium Point Advisory's MRSH Position: Q1 2026 in Review

Trivium Point Advisory sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,961 shares — an estimated $364K sold.

Trivium Point Advisory first reported a position in MRSH in Q1 2024 and held it in 8 quarters. The position peaked at $1.02M in Q1 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Trivium Point Advisory reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Trivium Point Advisory sold 1,961 Marsh shares in Q1 2026, an estimated $364K.
  • Trivium Point Advisory first reported a position in Marsh in Q1 2024 and held it in 8 quarters.
  • Trivium Point Advisory's Marsh position peaked at $1.02M in Q1 2025.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.