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Breakwater Investment Management’s Marsh MRSH Stock Holding History

Breakwater Investment Management’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 		$1K Buy
6
+3
+100% +$501 ﹤0.01% 375
2026
Q1 		$521 Sell
3
-3
-50% -$539 ﹤0.01% 420
2025
Q4 		$1.11K Buy
6
+4
+200% +$748 ﹤0.01% 294
2025
Q3 		$404 Buy
+2
New +$411 ﹤0.01% 510

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

Breakwater Investment Management's MRSH Position: Q2 2026 in Review

Breakwater Investment Management increased its Marsh (MRSH) stake by 100% in Q2 2026, buying an estimated $501 and bringing the position to 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Breakwater Investment Management first reported a position in MRSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.11K in Q4 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Breakwater Investment Management held 6 shares of Marsh worth $1K as of Q2 2026.
  • Breakwater Investment Management bought 3 Marsh shares in Q2 2026, an estimated $501.
  • Marsh made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #375 holding.
  • Breakwater Investment Management first reported a position in Marsh in Q3 2025 and has held it in 4 quarters since.
  • Breakwater Investment Management's Marsh position peaked at $1.11K in Q4 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.