BW
MRSH

Blalock Williams’s Marsh MRSH Stock Holding History

Blalock Williams’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 		– Sell
-1,324
Closed -$246K – 151
2025
Q4 		$246K Sell
1,324
-12
-0.9% -$2.24K 0.2% 115
2025
Q3 		$269K Buy
1,336
+76
+6% +$15.6K 0.24% 101
2025
Q2 		$275K Buy
1,260
+57
+5% +$12.9K 0.28% 95
2025
Q1 		$294K Buy
+1,203
New +$273K 0.33% 84

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blalock Williams's MRSH Position: Q1 2026 in Review

Blalock Williams sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,324 shares — an estimated $246K sold.

Blalock Williams first reported a position in MRSH in Q1 2025 and held it in 4 quarters. The position peaked at $294K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Blalock Williams reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Blalock Williams sold 1,324 Marsh shares in Q1 2026, an estimated $246K.
  • Blalock Williams first reported a position in Marsh in Q1 2025 and held it in 4 quarters.
  • Blalock Williams's Marsh position peaked at $294K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.