BIM
MRSH

Brentview Investment Management’s Marsh MRSH Stock Holding History

Brentview 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 		$3.32M Buy
19,133
+770
+4% +$138K 1.43% 36
2025
Q4 		$3.41M Buy
18,363
+56
+0.3% +$10.5K 1.54% 35
2025
Q3 		$3.69M Buy
18,307
+604
+3% +$124K 1.68% 35
2025
Q2 		$3.87M Sell
17,703
-293
-2% -$66.1K 1.95% 28
2025
Q1 		$4.39M Buy
17,996
+883
+5% +$200K 2.34% 17
2024
Q4 		$3.63M Buy
+17,113
New +$3.8M 2.07% 22

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

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

Brentview Investment Management increased its Marsh (MRSH) stake by 4.2% in Q1 2026, buying an estimated $138K and bringing the position to 19,133 shares worth $3.32M. The position accounts for 1.43% of the portfolio, ranked #36.

Brentview Investment Management first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.39M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Brentview Investment Management held 19,133 shares of Marsh worth $3.32M as of Q1 2026.
  • Brentview Investment Management bought 770 Marsh shares in Q1 2026, an estimated $138K.
  • Marsh made up 1.43% of Brentview Investment Management's portfolio in Q1 2026, its #36 holding.
  • Brentview Investment Management first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
  • Brentview Investment Management's Marsh position peaked at $4.39M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Brentview Investment Management's 13F filing for Q1 2026, filed 14 May 2026.