BFS
MRSH

Bare Financial Services’s Marsh MRSH Stock Holding History

Bare Financial Services’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 		$13.8K Buy
83
+29
+54% +$4.85K ﹤0.01% 454
2026
Q1 		$9.37K Buy
54
+35
+184% +$6.29K ﹤0.01% 379
2025
Q4 		$3.52K Sell
19
-23
-55% -$4.3K ﹤0.01% 662
2025
Q3 		$8.46K Hold
42
– – ﹤0.01% 283
2025
Q2 		$9.18K Buy
42
+37
+740% +$8.35K ﹤0.01% 201
2025
Q1 		$1.22K Buy
+5
New +$1.13K ﹤0.01% 482

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

Bare Financial Services's MRSH Position: Q2 2026 in Review

Bare Financial Services increased its Marsh (MRSH) stake by 54% in Q2 2026, buying an estimated $4.85K and bringing the position to 83 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Bare Financial Services first reported a position in MRSH in Q1 2025 and has held it in 6 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Bare Financial Services held 83 shares of Marsh worth $13.8K as of Q2 2026.
  • Bare Financial Services bought 29 Marsh shares in Q2 2026, an estimated $4.85K.
  • Marsh made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #454 holding.
  • Bare Financial Services first reported a position in Marsh in Q1 2025 and has held it in 6 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.