Anchor Investment Management’s Marsh MRSH Stock Holding History

Anchor Investment 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	$18.8K	Sell	108 -421	-80%	-$75.7K	﹤0.01%	744
2025 Q4	$98.2K	Hold	529	–	–	0.01%	487
2025 Q3	$107K	Hold	529	–	–	0.01%	474
2025 Q2	$116K	Buy	529 +12	+2%	+$2.71K	0.01%	452
2025 Q1	$126K	Hold	517	–	–	0.01%	426
2024 Q4	$110K	Hold	517	–	–	0.01%	450
2024 Q3	$115K	Buy	517 +429	+488%	+$95.2K	0.01%	443
2024 Q2	$18.5K	Hold	88	–	–	﹤0.01%	666
2024 Q1	$18.1K	Buy	+88	New	+$17.5K	﹤0.01%	692
2022 Q2	–	Sell	-8	Closed	-$1.36K	–	993
2022 Q1	$1.36K	Buy	+8	New	+$1.26K	﹤0.01%	947
2020 Q3	–	Sell	-21	Closed	-$2.25K	–	927
2020 Q2	$2.25K	Hold	21	–	–	﹤0.01%	778
2020 Q1	$1.82K	Buy	+21	New	+$2.24K	﹤0.01%	778

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Anchor Investment Management's MRSH Position: Q1 2026 in Review

Anchor Investment Management reduced its Marsh (MRSH) stake by 80% in Q1 2026, selling an estimated $75.7K and leaving 108 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Anchor Investment Management first reported a position in MRSH in Q1 2020 and has held it in 12 quarters since. The position peaked at $126K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Anchor Investment Management held 108 shares of Marsh worth $18.8K as of Q1 2026.
Anchor Investment Management sold 421 Marsh shares in Q1 2026, an estimated $75.7K.
Marsh made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #744 holding.
Anchor Investment Management first reported a position in Marsh in Q1 2020 and has held it in 12 quarters since.
Anchor Investment Management's Marsh position peaked at $126K in Q1 2025.
1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.