AG
MRSH

Ascent Group’s Marsh MRSH Stock Holding History

Ascent Group’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 		$1.58M Sell
9,457
-5,845
-38% -$977K 0.05% 304
2026
Q1 		$2.65M Buy
15,302
+641
+4% +$115K 0.09% 203
2025
Q4 		$2.72M Sell
14,661
-3,985
-21% -$745K 0.09% 204
2025
Q3 		$3.76M Sell
18,646
-1,504
-7% -$309K 0.13% 155
2025
Q2 		$4.41M Sell
20,150
-977
-5% -$221K 0.17% 121
2025
Q1 		$5.16M Buy
21,127
+4,700
+29% +$1.07M 0.22% 96
2024
Q4 		$3.49M Buy
16,427
+584
+4% +$130K 0.26% 98
2024
Q3 		$3.53M Sell
15,843
-624
-4% -$139K 0.27% 92
2024
Q2 		$3.47M Buy
16,467
+3,407
+26% +$700K 0.28% 86
2024
Q1 		$2.69M Sell
13,060
-3,022
-19% -$602K 0.24% 117
2023
Q4 		$3.16M Buy
16,082
+933
+6% +$180K 0.3% 76
2023
Q3 		$3M Buy
15,149
+72
+0.5% +$13.8K 0.33% 73
2023
Q2 		$2.86M Buy
15,077
+2,685
+22% +$476K 0.31% 89
2023
Q1 		$2.06M Buy
12,392
+81
+0.7% +$13.5K 0.22% 137
2022
Q4 		$2.04M Sell
12,311
-3
-0% -$491 0.24% 131
2022
Q3 		$1.99M Buy
12,314
+1,651
+15% +$265K 0.24% 126
2022
Q2 		$1.75M Buy
10,663
+70
+0.7% +$11.2K 0.21% 150
2022
Q1 		$1.8M Buy
10,593
+2,391
+29% +$377K 0.21% 168
2021
Q4 		$1.29M Buy
+8,202
New +$1.36M 0.16% 192

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ascent Group's MRSH Position: Q2 2026 in Review

Ascent Group reduced its Marsh (MRSH) stake by 38% in Q2 2026, selling an estimated $977K and leaving 9,457 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #304.

Ascent Group first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.16M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Ascent Group held 9,457 shares of Marsh worth $1.58M as of Q2 2026.
  • Ascent Group sold 5,845 Marsh shares in Q2 2026, an estimated $977K.
  • Marsh made up 0.05% of Ascent Group's portfolio in Q2 2026, its #304 holding.
  • Ascent Group first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • Ascent Group's Marsh position peaked at $5.16M in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.