B
MRSH

Bailard’s Marsh MRSH Stock Holding History

Bailard’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 		– Sell
-1,667
Closed -$289K – 818
2026
Q1 		$289K Buy
1,667
+4
+0.2% +$719 0.01% 613
2025
Q4 		$309K Buy
1,663
+124
+8% +$23.2K 0.01% 557
2025
Q3 		$310K Buy
1,539
+9
+0.6% +$1.85K 0.01% 604
2025
Q2 		$335K Sell
1,530
-41
-3% -$9.26K 0.01% 574
2025
Q1 		$383K Buy
1,571
+1
+0.1% +$227 0.01% 514
2024
Q4 		$333K Buy
1,570
+33
+2% +$7.32K 0.01% 542
2024
Q3 		$343K Buy
1,537
+7
+0.5% +$1.55K 0.01% 530
2024
Q2 		$322K Sell
1,530
-6
-0.4% -$1.23K 0.01% 532
2024
Q1 		$316K Sell
1,536
-19
-1% -$3.79K 0.01% 556
2023
Q4 		$295K Hold
1,555
– – 0.01% 558
2023
Q3 		$296K Sell
1,555
-24
-2% -$4.6K 0.01% 541
2023
Q2 		$297K Sell
1,579
-29
-2% -$5.15K 0.01% 512
2023
Q1 		$268K Buy
1,608
+53
+3% +$8.83K 0.01% 541
2022
Q4 		$257K Hold
1,555
– – 0.01% 564
2022
Q3 		$232K Sell
1,555
-60
-4% -$9.63K 0.01% 534
2022
Q2 		$251K Buy
1,615
+60
+4% +$9.62K 0.01% 539
2022
Q1 		$265K Hold
1,555
– – 0.01% 583
2021
Q4 		$270K Hold
1,555
– – 0.01% 566
2021
Q3 		$235K Hold
1,555
– – 0.01% 625
2021
Q2 		$219K Buy
+1,555
New +$208K 0.01% 648

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

Bailard's MRSH Position: Q2 2026 in Review

Bailard sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,667 shares — an estimated $289K sold.

Bailard first reported a position in MRSH in Q2 2021 and held it in 20 quarters. The position peaked at $383K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Bailard reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Bailard sold 1,667 Marsh shares in Q2 2026, an estimated $289K.
  • Bailard first reported a position in Marsh in Q2 2021 and held it in 20 quarters.
  • Bailard's Marsh position peaked at $383K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.