Bank Julius Baer & Co
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Bank Julius Baer & Co’s Marsh MRSH Stock Holding History

Bank Julius Baer & Co’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 		$6.75M Sell
40,490
-39,215
-49% -$6.56M 0.02% 231
2026
Q1 		$13.8M Sell
79,705
-3,883
-5% -$698K 0.04% 159
2025
Q4 		$15.5M Sell
83,588
-14,698
-15% -$2.75M 0.04% 160
2025
Q3 		$19.8M Sell
98,286
-392
-0.4% -$80.6K 0.06% 155
2025
Q2 		$21.6M Buy
98,678
+1,653
+2% +$373K 0.06% 144
2025
Q1 		$23.7M Buy
97,025
+9,293
+11% +$2.11M 0.08% 133
2024
Q4 		$20.6M Buy
87,732
+2,612
+3% +$579K 0.06% 145
2024
Q3 		$22.5M Sell
85,120
-2,856
-3% -$634K 0.08% 122
2024
Q2 		$20.6M Sell
87,976
-12,599
-13% -$2.59M 0.08% 116
2024
Q1 		$20.7M Buy
100,575
+6,973
+7% +$1.39M 0.08% 129
2023
Q4 		$17.7M Buy
93,602
+6,340
+7% +$1.23M 0.07% 148
2023
Q3 		$16.6M Buy
87,262
+5,723
+7% +$1.1M 0.1% 124
2023
Q2 		$15.3M Buy
81,539
+9,029
+12% +$1.6M 0.09% 131
2023
Q1 		$12.1M Buy
72,510
+2,494
+4% +$415K 0.08% 137
2022
Q4 		$11.6M Buy
70,016
+5,178
+8% +$847K 0.08% 140
2022
Q3 		$9.68M Sell
64,838
-15,574
-19% -$2.5M 0.07% 137
2022
Q2 		$12.5M Buy
80,412
+3,540
+5% +$567K 0.09% 120
2022
Q1 		$13.1M Sell
76,872
-2,194
-3% -$346K 0.08% 120
2021
Q4 		$13.7M Buy
79,066
+9,959
+14% +$1.65M 0.07% 139
2021
Q3 		$10.5M Buy
69,107
+5,324
+8% +$805K 0.07% 159
2021
Q2 		$8.97M Buy
63,783
+770
+1% +$103K 0.06% 177
2021
Q1 		$7.67M Sell
63,013
-543
-0.9% -$62.5K 0.06% 168
2020
Q4 		$7.44M Buy
63,556
+1,721
+3% +$196K 0.06% 159
2020
Q3 		$7.09M Buy
61,835
+17,142
+38% +$1.96M 0.07% 134
2020
Q2 		$4.8M Sell
44,693
-2,956
-6% -$299K 0.06% 147
2020
Q1 		$4.12M Buy
+47,649
New +$5.08M 0.1% 104

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 $3.38T AUM 44.17% 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

Bank Julius Baer & Co's MRSH Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Marsh (MRSH) stake by 49% in Q2 2026, selling an estimated $6.56M and leaving 40,490 shares worth $6.75M. The position accounts for 0.02% of the portfolio, ranked #231.

Bank Julius Baer & Co first reported a position in MRSH in Q1 2020 and has held it in 26 quarters since. The position peaked at $23.7M in Q1 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Bank Julius Baer & Co held 40,490 shares of Marsh worth $6.75M as of Q2 2026.
  • Bank Julius Baer & Co sold 39,215 Marsh shares in Q2 2026, an estimated $6.56M.
  • Marsh made up 0.02% of Bank Julius Baer & Co's portfolio in Q2 2026, its #231 holding.
  • Bank Julius Baer & Co first reported a position in Marsh in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's Marsh position peaked at $23.7M in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.