Warther Private Wealth’s Marsh MRSH Stock Holding History

Warther Private Wealth’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	$465K	Sell	2,680 -19	-0.7%	-$3.42K	0.11%	35
2025 Q4	$501K	Buy	2,699 +199	+8%	+$37.2K	0.12%	38
2025 Q3	$504K	Sell	2,500 -150	-6%	-$30.9K	0.12%	33
2025 Q2	$579K	Sell	2,650 -50	-2%	-$11.3K	0.15%	37
2025 Q1	$659K	Sell	2,700 -40	-1%	-$9.07K	0.22%	32
2024 Q4	$582K	Sell	2,740 -60	-2%	-$13.3K	0.2%	41
2024 Q3	$625K	Sell	2,800 -200	-7%	-$44.4K	0.22%	40
2024 Q2	$632K	Sell	3,000 -1,169	-28%	-$240K	0.25%	39
2024 Q1	$859K	Buy	+4,169	New	+$831K	0.38%	33

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Warther Private Wealth's MRSH Position: Q1 2026 in Review

Warther Private Wealth reduced its Marsh (MRSH) stake by 0.7% in Q1 2026, selling an estimated $3.42K and leaving 2,680 shares worth $465K. The position accounts for 0.11% of the portfolio, ranked #35.

Warther Private Wealth first reported a position in MRSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $859K in Q1 2024. 1,543 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Warther Private Wealth held 2,680 shares of Marsh worth $465K as of Q1 2026.
Warther Private Wealth sold 19 Marsh shares in Q1 2026, an estimated $3.42K.
Marsh made up 0.11% of Warther Private Wealth's portfolio in Q1 2026, its #35 holding.
Warther Private Wealth first reported a position in Marsh in Q1 2024 and has held it in 9 quarters since.
Warther Private Wealth's Marsh position peaked at $859K in Q1 2024.
1,543 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Warther Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.