Altrius Capital Management’s Marsh MRSH Stock Holding History

Altrius 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 Q2	$5.63M	Buy	+33,756	New	+$5.64M	1.07%	54

Other funds holding MRSH

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

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 $580B AUM 38.23% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Altrius Capital Management's MRSH Position: Q2 2026 in Review

Altrius Capital Management opened a new position in Marsh (MRSH) in Q2 2026: 33,756 shares worth $5.63M. The stake represents 1.07% of the portfolio and ranks #54 among its holdings.

1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Altrius Capital Management held 33,756 shares of Marsh worth $5.63M as of Q2 2026.
Marsh was a new Altrius Capital Management position in Q2 2026.
Marsh made up 1.07% of Altrius Capital Management's portfolio in Q2 2026, its #54 holding.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Altrius Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.