Bridgewater Advisors’s Marsh MRSH Stock Holding History

Bridgewater Advisors’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	$775K	Sell	4,876 -277	-5%	-$49.8K	0.05%	174
2025 Q4	$918K	Sell	5,153 -41	-0.8%	-$7.66K	0.06%	147
2025 Q3	$916K	Buy	5,194 +45	+0.9%	+$9.26K	0.06%	142
2025 Q2	$1.04M	Sell	5,149 -47	-0.9%	-$10.6K	0.08%	126
2025 Q1	$1.15M	Buy	+5,196	New	+$1.18M	0.1%	105
2022 Q3	–	Sell	-3,737	Closed	-$580K	–	184
2022 Q2	$580K	Sell	3,737 -182	-5%	-$29.2K	0.12%	125
2022 Q1	$668K	Buy	3,919 +212	+6%	+$33.4K	0.16%	119
2021 Q4	$644K	Buy	3,707 +465	+14%	+$77.2K	0.14%	125
2021 Q3	$491K	Buy	3,242 +15	+0.5%	+$2.27K	0.14%	142
2021 Q2	$454K	Buy	3,227 +4	+0.1%	+$536	0.14%	141
2021 Q1	$428K	Buy	+3,223	New	+$371K	0.22%	100

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bridgewater Advisors's MRSH Position: Q1 2026 in Review

Bridgewater Advisors reduced its Marsh (MRSH) stake by 5.4% in Q1 2026, selling an estimated $49.8K and leaving 4,876 shares worth $775K. The position accounts for 0.05% of the portfolio, ranked #174.

Bridgewater Advisors first reported a position in MRSH in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Bridgewater Advisors held 4,876 shares of Marsh worth $775K as of Q1 2026.
Bridgewater Advisors sold 277 Marsh shares in Q1 2026, an estimated $49.8K.
Marsh made up 0.05% of Bridgewater Advisors's portfolio in Q1 2026, its #174 holding.
Bridgewater Advisors first reported a position in Marsh in Q1 2021 and has held it in 11 quarters since.
Bridgewater Advisors's Marsh position peaked at $1.15M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.