AM
MRSH

AGF Management’s Marsh MRSH Stock Holding History

AGF Management’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 		$4.31M Buy
24,826
+3,762
+18% +$676K 0.02% 286
2025
Q4 		$3.91M Buy
21,064
+548
+3% +$102K 0.02% 289
2025
Q3 		$4.13M Buy
20,516
+2,072
+11% +$426K 0.02% 297
2025
Q2 		$4.03M Sell
18,444
-924
-5% -$209K 0.02% 280
2025
Q1 		$4.73M Buy
19,368
+554
+3% +$126K 0.03% 261
2024
Q4 		$4M Sell
18,814
-3,438
-15% -$763K 0.02% 280
2024
Q3 		$4.96M Buy
22,252
+4,416
+25% +$980K 0.03% 268
2024
Q2 		$3.76M Buy
17,836
+1,105
+7% +$227K 0.02% 277
2024
Q1 		$3.45M Buy
16,731
+1,146
+7% +$228K 0.02% 304
2023
Q4 		$2.95M Buy
+15,585
New +$3.01M 0.02% 393
2023
Q3 		– Sell
-5,847
Closed -$1.1M – 755
2023
Q2 		$1.1M Buy
+5,847
New +$1.04M 0.01% 523

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

AGF Management's MRSH Position: Q1 2026 in Review

AGF Management increased its Marsh (MRSH) stake by 18% in Q1 2026, buying an estimated $676K and bringing the position to 24,826 shares worth $4.31M. The position accounts for 0.02% of the portfolio, ranked #286.

AGF Management first reported a position in MRSH in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.96M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • AGF Management held 24,826 shares of Marsh worth $4.31M as of Q1 2026.
  • AGF Management bought 3,762 Marsh shares in Q1 2026, an estimated $676K.
  • Marsh made up 0.02% of AGF Management's portfolio in Q1 2026, its #286 holding.
  • AGF Management first reported a position in Marsh in Q2 2023 and has held it in 11 quarters since.
  • AGF Management's Marsh position peaked at $4.96M in Q3 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.