ACM
MRSH

Allred Capital Management’s Marsh MRSH Stock Holding History

Allred Capital 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 		$645K Buy
3,719
+55
+2% +$9.89K 0.24% 87
2025
Q4 		$680K Sell
3,664
-46
-1% -$8.6K 0.25% 86
2025
Q3 		$748K Sell
3,710
-31
-0.8% -$6.38K 0.26% 90
2025
Q2 		$818K Sell
3,741
-204
-5% -$46.1K 0.31% 75
2025
Q1 		$963K Sell
3,945
-39
-1% -$8.85K 0.38% 64
2024
Q4 		$846K Sell
3,984
-210
-5% -$46.6K 0.33% 70
2024
Q3 		$936K Sell
4,194
-99
-2% -$22K 0.37% 64
2024
Q2 		$905K Sell
4,293
-265
-6% -$54.4K 0.35% 65
2024
Q1 		$939K Sell
4,558
-38
-0.8% -$7.57K 0.37% 59
2023
Q4 		$871K Sell
4,596
-255
-5% -$49.3K 0.38% 56
2023
Q3 		$923K Sell
4,851
-156
-3% -$29.9K 0.46% 47
2023
Q2 		$942K Sell
5,007
-633
-11% -$112K 0.46% 46
2023
Q1 		$939K Sell
5,640
-19
-0.3% -$3.17K 0.5% 46
2022
Q4 		$937K Sell
5,659
-2
-0% -$327 0.51% 48
2022
Q3 		$845K Buy
5,661
+4
+0.1% +$642 0.53% 49
2022
Q2 		$878K Sell
5,657
-419
-7% -$67.1K 0.55% 49
2022
Q1 		$1.03M Sell
6,076
-222
-4% -$35K 0.55% 47
2021
Q4 		$1.09M Sell
6,298
-116
-2% -$19.3K 0.53% 46
2021
Q3 		$971K Sell
6,414
-907
-12% -$137K 0.51% 50
2021
Q2 		$1.03M Sell
7,321
-296
-4% -$39.7K 0.51% 53
2021
Q1 		$928K Sell
7,617
-1,051
-12% -$121K 0.42% 58
2020
Q4 		$1.01M Sell
8,668
-109
-1% -$12.4K 0.55% 51
2020
Q3 		$1.01M Sell
8,777
-385
-4% -$44.1K 0.61% 42
2020
Q2 		$983K Buy
9,162
+57
+0.6% +$5.77K 0.62% 46
2020
Q1 		$787K Buy
9,105
+59
+0.7% +$6.29K 0.61% 47
2019
Q4 		$1.01M Sell
9,046
-23
-0.3% -$2.4K 0.55% 43
2019
Q3 		$891K Sell
9,069
-411
-4% -$41.1K 0.54% 50
2019
Q2 		$967K Sell
9,480
-95
-1% -$9.09K 0.55% 52
2019
Q1 		$904K Sell
9,575
-164
-2% -$14.5K 0.51% 56
2018
Q4 		$776K Buy
+9,739
New +$812K 0.52% 60

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

Allred Capital Management's MRSH Position: Q1 2026 in Review

Allred Capital Management increased its Marsh (MRSH) stake by 1.5% in Q1 2026, buying an estimated $9.89K and bringing the position to 3,719 shares worth $645K. The position accounts for 0.24% of the portfolio, ranked #87.

Allred Capital Management first reported a position in MRSH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.09M in Q4 2021. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Allred Capital Management held 3,719 shares of Marsh worth $645K as of Q1 2026.
  • Allred Capital Management bought 55 Marsh shares in Q1 2026, an estimated $9.89K.
  • Marsh made up 0.24% of Allred Capital Management's portfolio in Q1 2026, its #87 holding.
  • Allred Capital Management first reported a position in Marsh in Q4 2018 and has held it in 30 quarters since.
  • Allred Capital Management's Marsh position peaked at $1.09M in Q4 2021.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.