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Bolthouse Investments’s Marsh MRSH Stock Holding History

Bolthouse Investments’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 		$239K Hold
1,436
– – 0.19% 78
2026
Q1 		$249K Hold
1,436
– – 0.23% 63
2025
Q4 		$266K Hold
1,436
– – 0.24% 61
2025
Q3 		$289K Hold
1,436
– – 0.26% 59
2025
Q2 		$314K Hold
1,436
– – 0.31% 59
2025
Q1 		$350K Hold
1,436
– – 0.37% 55
2024
Q4 		$305K Buy
+1,436
New +$319K 0.28% 65

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

Bolthouse Investments's MRSH Position: Q2 2026 in Review

Bolthouse Investments held its Marsh (MRSH) position steady in Q2 2026 at 1,436 shares worth $239K. The position accounts for 0.19% of the portfolio, ranked #78.

Bolthouse Investments first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $350K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Bolthouse Investments held 1,436 shares of Marsh worth $239K as of Q2 2026.
  • Bolthouse Investments left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.19% of Bolthouse Investments's portfolio in Q2 2026, its #78 holding.
  • Bolthouse Investments first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Bolthouse Investments's Marsh position peaked at $350K in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.