BIM
MRSH

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
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 $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

Breakwater Investment Management's MRSH Position: Q1 2026 in Review

Breakwater Investment Management reduced its Marsh (MRSH) stake by 50% in Q1 2026, selling an estimated $539 and leaving 3 shares worth $521. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Breakwater Investment Management first reported a position in MRSH in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.11K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Breakwater Investment Management held 3 shares of Marsh worth $521 as of Q1 2026.
  • Breakwater Investment Management sold 3 Marsh shares in Q1 2026, an estimated $539.
  • Marsh made up ﹤0.01% of Breakwater Investment Management's portfolio in Q1 2026, its #420 holding.
  • Breakwater Investment Management first reported a position in Marsh in Q3 2025 and has held it in 3 quarters since.
  • Breakwater Investment Management's Marsh position peaked at $1.11K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.