UFF
MRSH

USA Financial Formulas’s Marsh MRSH Stock Holding History

USA Financial Formulas’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 		$77.7K Sell
466
-80
-15% -$13.4K 0.01% 217
2026
Q1 		$94.7K Buy
546
+10
+2% +$1.8K 0.02% 170
2025
Q4 		$99.4K Sell
536
-1,407
-72% -$263K 0.02% 202
2025
Q3 		$392K Sell
1,943
-242
-11% -$49.8K 0.07% 97
2025
Q2 		$478K Buy
2,185
+376
+21% +$84.9K 0.08% 87
2025
Q1 		$441K Buy
1,809
+816
+82% +$185K 0.07% 84
2024
Q4 		$211K Sell
993
-731
-42% -$162K 0.03% 160
2024
Q3 		$385K Sell
1,724
-136
-7% -$30.2K 0.06% 99
2024
Q2 		$392K Buy
1,860
+81
+5% +$16.6K 0.06% 103
2024
Q1 		$366K Sell
1,779
-6,150
-78% -$1.23M 0.06% 116
2023
Q4 		$1.5M Buy
7,929
+7,906
+34,374% +$1.53M 0.26% 38
2023
Q3 		$4.38K Hold
23
– – 0.01% 256
2023
Q2 		$4.33K Hold
23
– – 0.01% 225
2023
Q1 		$3.83K Buy
+23
New +$3.83K 0.01% 185
2022
Q3 		$3K Buy
23
+6
+35% +$963 ﹤0.01% 149
2022
Q2 		$3K Sell
17
-22
-56% -$3.53K ﹤0.01% 180
2022
Q1 		$7K Sell
39
-8,251
-100% -$1.3M 0.01% 168
2021
Q4 		$1.44M Buy
8,290
+8,257
+25,021% +$1.37M 1.24% 36
2021
Q3 		$5K Hold
33
– – ﹤0.01% 274
2021
Q2 		$5K Buy
33
+9
+38% +$1.21K ﹤0.01% 262
2021
Q1 		$3K Buy
24
+3
+14% +$346 ﹤0.01% 252
2020
Q4 		$2K Hold
21
– – ﹤0.01% 236
2020
Q3 		$2K Hold
21
– – ﹤0.01% 219
2020
Q2 		$2K Sell
21
-13,133
-100% -$1.33M ﹤0.01% 125
2020
Q1 		$1.14M Buy
+13,154
New +$1.4M 0.72% 54
2016
Q4 		– Sell
-43,207
Closed -$2.91M – 314
2016
Q3 		$2.91M Buy
+43,207
New +$2.89M 0.75% 43

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

USA Financial Formulas's MRSH Position: Q2 2026 in Review

USA Financial Formulas reduced its Marsh (MRSH) stake by 15% in Q2 2026, selling an estimated $13.4K and leaving 466 shares worth $77.7K. The position accounts for 0.01% of the portfolio, ranked #217.

USA Financial Formulas first reported a position in MRSH in Q3 2016 and has held it in 26 quarters since. The position peaked at $2.91M in Q3 2016. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • USA Financial Formulas held 466 shares of Marsh worth $77.7K as of Q2 2026.
  • USA Financial Formulas sold 80 Marsh shares in Q2 2026, an estimated $13.4K.
  • Marsh made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #217 holding.
  • USA Financial Formulas first reported a position in Marsh in Q3 2016 and has held it in 26 quarters since.
  • USA Financial Formulas's Marsh position peaked at $2.91M in Q3 2016.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.