WW
MRSH

Winnow Wealth’s Marsh MRSH Stock Holding History

Winnow 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 		– Sell
-1
Closed -$186 – 389
2025
Q4 		$186 Sell
1
-11
-92% -$2.06K ﹤0.01% 535
2025
Q3 		$2.42K Buy
+12
New +$2.47K ﹤0.01% 328
2025
Q2 		– Sell
-16
Closed -$3.71K – 483
2025
Q1 		$3.71K Buy
16
+5
+45% +$1.13K ﹤0.01% 263
2024
Q4 		$2.16K Buy
+11
New +$2.44K ﹤0.01% 263

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Winnow Wealth's MRSH Position: Q1 2026 in Review

Winnow Wealth sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1 share — an estimated $186 sold.

Winnow Wealth first reported a position in MRSH in Q4 2024 and held it in 4 quarters. The position peaked at $3.71K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Winnow Wealth reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 1 Marsh share in Q1 2026, an estimated $186.
  • Winnow Wealth first reported a position in Marsh in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Marsh position peaked at $3.71K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.