Blalock Williams
MRSH icon

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
Q3 		$246K Buy
+1,224
New +$224K 0.15% 131
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Blalock Williams's MRSH Position: Q3 2026 in Review

Blalock Williams opened a new position in Marsh (MRSH) in Q3 2026: 1,224 shares worth $246K. The stake represents 0.15% of the portfolio and ranks #131 among its holdings. This is a return to the name: Blalock Williams previously reported a position in MRSH as recently as Q4 2025.

Blalock Williams first reported a position in MRSH in Q1 2025 and has held it in 5 quarters since. The position peaked at $294K in Q1 2025. 1,296 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Blalock Williams held 1,224 shares of Marsh worth $246K as of Q3 2026.
  • Marsh was a new Blalock Williams position in Q3 2026.
  • Marsh made up 0.15% of Blalock Williams's portfolio in Q3 2026, its #131 holding.
  • Blalock Williams first reported a position in Marsh in Q1 2025 and has held it in 5 quarters since.
  • Blalock Williams's Marsh position peaked at $294K in Q1 2025.
  • 1,296 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Blalock Williams's 13F filing for Q3 2026, filed 13 Nov 2026.