Breakwater Capital Group’s Marsh MRSH Stock Holding History

Breakwater Capital Group’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	$254K	Buy	1,523 +141	+10%	+$23.6K	0.03%	331
2026 Q1	$240K	Sell	1,382 -13	-0.9%	-$2.34K	0.03%	336
2025 Q4	$259K	Sell	1,395 -13	-0.9%	-$2.43K	0.04%	308
2025 Q3	$284K	Sell	1,408 -6	-0.4%	-$1.23K	0.04%	294
2025 Q2	$309K	Sell	1,414 -21	-1%	-$4.74K	0.05%	281
2025 Q1	$350K	Sell	1,435 -44	-3%	-$9.98K	0.06%	248
2024 Q4	$314K	Sell	1,479 -4	-0.3%	-$887	0.06%	225
2024 Q3	$331K	Buy	1,483 +45	+3%	+$9.99K	0.07%	227
2024 Q2	$303K	Hold	1,438	–	–	0.07%	220
2024 Q1	$296K	Buy	+1,438	New	+$287K	0.07%	208

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Breakwater Capital Group's MRSH Position: Q2 2026 in Review

Breakwater Capital Group increased its Marsh (MRSH) stake by 10% in Q2 2026, buying an estimated $23.6K and bringing the position to 1,523 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #331.

Breakwater Capital Group first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $350K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Breakwater Capital Group held 1,523 shares of Marsh worth $254K as of Q2 2026.
Breakwater Capital Group bought 141 Marsh shares in Q2 2026, an estimated $23.6K.
Marsh made up 0.03% of Breakwater Capital Group's portfolio in Q2 2026, its #331 holding.
Breakwater Capital Group first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
Breakwater Capital Group's Marsh position peaked at $350K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Breakwater Capital Group's 13F filing for Q2 2026, filed 8 Jul 2026.