BTI
MRSH

Blue Trust Inc’s Marsh MRSH Stock Holding History

Blue Trust Inc’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 		$2.36M Buy
14,142
+267
+2% +$44.6K 0.02% 172
2026
Q1 		$2.41M Sell
13,875
-2,346
-14% -$422K 0.03% 168
2025
Q4 		$3.01M Sell
16,221
-1,143
-7% -$214K 0.03% 143
2025
Q3 		$3.5M Sell
17,364
-330
-2% -$67.9K 0.04% 126
2025
Q2 		$3.87M Buy
17,694
+4
+0% +$903 0.05% 117
2025
Q1 		$4.32M Buy
17,690
+890
+5% +$202K 0.06% 102
2024
Q4 		$3.57M Sell
16,800
-3,281
-16% -$728K 0.05% 107
2024
Q3 		$4.23M Buy
20,081
+2,611
+15% +$580K 0.06% 91
2024
Q2 		$3.6M Buy
17,470
+2,345
+16% +$482K 0.05% 84
2024
Q1 		$3.12M Sell
15,125
-661
-4% -$132K 0.04% 81
2023
Q4 		$3M Buy
15,786
+587
+4% +$113K 0.05% 77
2023
Q3 		$2.86M Buy
15,199
+1,064
+8% +$204K 0.04% 88
2023
Q2 		$2.35M Sell
14,135
-2,660
-16% -$472K 0.04% 99
2023
Q1 		$2.78M Buy
16,795
+41
+0.2% +$6.83K 0.05% 98
2022
Q4 		$2.5M Buy
16,754
+1,406
+9% +$230K 0.04% 99
2022
Q3 		$2.38M Buy
15,348
+479
+3% +$76.9K 0.04% 90
2022
Q2 		$2.53M Buy
+14,869
New +$2.38M 0.04% 84

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

Blue Trust Inc's MRSH Position: Q2 2026 in Review

Blue Trust Inc increased its Marsh (MRSH) stake by 1.9% in Q2 2026, buying an estimated $44.6K and bringing the position to 14,142 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #172.

Blue Trust Inc first reported a position in MRSH in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.32M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Blue Trust Inc held 14,142 shares of Marsh worth $2.36M as of Q2 2026.
  • Blue Trust Inc bought 267 Marsh shares in Q2 2026, an estimated $44.6K.
  • Marsh made up 0.02% of Blue Trust Inc's portfolio in Q2 2026, its #172 holding.
  • Blue Trust Inc first reported a position in Marsh in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Marsh position peaked at $4.32M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.