BI
MRSH

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
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 $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

Bolthouse Investments's MRSH Position: Q1 2026 in Review

Bolthouse Investments held its Marsh (MRSH) position steady in Q1 2026 at 1,436 shares worth $249K. The position accounts for 0.23% of the portfolio, ranked #63.

Bolthouse Investments first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $350K in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Bolthouse Investments held 1,436 shares of Marsh worth $249K as of Q1 2026.
  • Bolthouse Investments left its Marsh share count unchanged in Q1 2026.
  • Marsh made up 0.23% of Bolthouse Investments's portfolio in Q1 2026, its #63 holding.
  • Bolthouse Investments first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
  • Bolthouse Investments's Marsh position peaked at $350K in Q1 2025.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.