BIP
MRSH

Bouvel Investment Partners’s Marsh MRSH Stock Holding History

Bouvel Investment Partners’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
-13,651
Closed -$2.53M – 84
2025
Q4 		$2.53M Buy
13,651
+226
+2% +$42.2K 0.73% 49
2025
Q3 		$2.71M Sell
13,425
-214
-2% -$44K 0.83% 47
2025
Q2 		$2.98M Buy
13,639
+166
+1% +$37.5K 1.01% 37
2025
Q1 		$3.01M Sell
13,473
-153
-1% -$34.7K 1.13% 41
2024
Q4 		$2.89M Buy
13,626
+153
+1% +$33.9K 1.04% 42
2024
Q3 		$3.01M Buy
13,473
+82
+0.6% +$18.2K 1.13% 41
2024
Q2 		$2.82M Sell
13,391
-31
-0.2% -$6.37K 1.09% 41
2024
Q1 		$2.76M Sell
13,422
-122
-0.9% -$24.3K 1.19% 39
2023
Q4 		$2.57M Buy
13,544
+391
+3% +$75.6K 1.2% 37
2023
Q3 		$2.5M Buy
13,153
+393
+3% +$75.3K 1.35% 29
2023
Q2 		$2.4M Buy
+12,760
New +$2.26M 1.31% 31

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bouvel Investment Partners's MRSH Position: Q1 2026 in Review

Bouvel Investment Partners sold out of Marsh (MRSH) in Q1 2026, closing a stake of 13,651 shares — an estimated $2.53M sold.

Bouvel Investment Partners first reported a position in MRSH in Q2 2023 and held it in 11 quarters. The position peaked at $3.01M in Q1 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Bouvel Investment Partners reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Bouvel Investment Partners sold 13,651 Marsh shares in Q1 2026, an estimated $2.53M.
  • Bouvel Investment Partners first reported a position in Marsh in Q2 2023 and held it in 11 quarters.
  • Bouvel Investment Partners's Marsh position peaked at $3.01M in Q1 2025.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Bouvel Investment Partners's 13F filing for Q1 2026, filed 10 Apr 2026.