Baker Ellis Asset Management’s Marsh MRSH Stock Holding History

Baker Ellis Asset 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	$676K	Sell	3,896 -410	-10%	-$73.7K	0.08%	140
2025 Q4	$799K	Sell	4,306 -1,312	-23%	-$245K	0.1%	129
2025 Q3	$1.13M	Buy	5,618 +1,830	+48%	+$376K	0.14%	106
2025 Q2	$828K	Hold	3,788	–	–	0.11%	116
2025 Q1	$924K	Buy	3,788 +1,440	+61%	+$327K	0.13%	112
2024 Q4	$499K	Buy	2,348 +400	+21%	+$88.7K	0.07%	141
2024 Q3	$435K	Buy	1,948 +336	+21%	+$74.6K	0.06%	155
2024 Q2	$340K	Buy	1,612 +200	+14%	+$41.1K	0.05%	168
2024 Q1	$291K	Buy	+1,412	New	+$281K	0.04%	179

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

Baker Ellis Asset Management's MRSH Position: Q1 2026 in Review

Baker Ellis Asset Management reduced its Marsh (MRSH) stake by 9.5% in Q1 2026, selling an estimated $73.7K and leaving 3,896 shares worth $676K. The position accounts for 0.08% of the portfolio, ranked #140.

Baker Ellis Asset Management first reported a position in MRSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Baker Ellis Asset Management held 3,896 shares of Marsh worth $676K as of Q1 2026.
Baker Ellis Asset Management sold 410 Marsh shares in Q1 2026, an estimated $73.7K.
Marsh made up 0.08% of Baker Ellis Asset Management's portfolio in Q1 2026, its #140 holding.
Baker Ellis Asset Management first reported a position in Marsh in Q1 2024 and has held it in 9 quarters since.
Baker Ellis Asset Management's Marsh position peaked at $1.13M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Baker Ellis Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.