BCI
MRSH

Brinker Capital Investments’s Marsh MRSH Stock Holding History

Brinker Capital Investments’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 		$8.51M Sell
49,051
-4,137
-8% -$744K 0.07% 234
2025
Q4 		$9.87M Buy
53,188
+882
+2% +$165K 0.07% 251
2025
Q3 		$10.5M Sell
52,306
-3,196
-6% -$657K 0.08% 220
2025
Q2 		$12.1M Buy
55,502
+398
+0.7% +$89.9K 0.1% 178
2025
Q1 		$13.4M Buy
55,104
+2,060
+4% +$467K 0.13% 138
2024
Q4 		$11.3M Sell
53,044
-209
-0.4% -$46.4K 0.11% 167
2024
Q3 		$11.9M Sell
53,253
-2,693
-5% -$598K 0.12% 166
2024
Q2 		$11.8M Sell
55,946
-1,071
-2% -$220K 0.12% 155
2024
Q1 		$11.7M Sell
57,017
-1,853
-3% -$369K 0.13% 165
2023
Q4 		$11.3M Sell
58,870
-1,355
-2% -$262K 0.13% 160
2023
Q3 		$11.5M Sell
60,225
-4,697
-7% -$900K 0.14% 150
2023
Q2 		$12.2M Buy
64,922
+1,833
+3% +$325K 0.13% 152
2023
Q1 		$3.47M Buy
63,089
+11,167
+22% +$1.86M 0.04% 371
2022
Q4 		$8.59M Sell
51,922
-6,885
-12% -$1.13M 0.17% 123
2022
Q3 		$8.78M Sell
58,807
-641
-1% -$103K 0.18% 113
2022
Q2 		$9.23M Buy
59,448
+248
+0.4% +$39.7K 0.17% 123
2022
Q1 		$10.1M Buy
59,200
+131
+0.2% +$20.7K 0.16% 141
2021
Q4 		$10.3M Buy
59,069
+6,178
+12% +$1.03M 0.15% 141
2021
Q3 		$7.5M Sell
52,891
-130
-0.2% -$19.7K 0.12% 177
2021
Q2 		$7.46M Buy
53,021
+4,765
+10% +$639K 0.1% 219
2021
Q1 		$5.88M Buy
48,256
+19,460
+68% +$2.24M 0.09% 238
2020
Q4 		$3.37M Sell
28,796
-54,741
-66% -$6.22M 0.05% 427
2020
Q3 		$9.58M Buy
+83,537
New +$9.57M 0.16% 150
2020
Q1 		– Sell
-107
Closed -$12K – 573
2019
Q4 		$12K Hold
107
– – ﹤0.01% 551
2019
Q3 		$11K Sell
107
-2,405
-96% -$240K ﹤0.01% 565
2019
Q2 		$251K Hold
2,512
– – 0.01% 351
2019
Q1 		$236K Hold
2,512
– – 0.01% 324
2018
Q4 		$200K Sell
2,512
-1
-0% -$83 0.01% 316
2018
Q3 		$208K Buy
2,513
+2,512
+251,200% +$213K 0.01% 295
2018
Q2 		$0 Hold
1
– – ﹤0.01% 633
2018
Q1 		$0 Sell
1
-1
-50% -$83 ﹤0.01% 568
2017
Q4 		$0 Hold
2
– – ﹤0.01% 565
2017
Q3 		$0 Hold
2
– – ﹤0.01% 595
2017
Q2 		$0 Buy
+2
New +$151 ﹤0.01% 498
2016
Q4 		– Sell
-5
Closed – – 585
2016
Q3 		$0 Buy
+5
New +$335 ﹤0.01% 576
2016
Q1 		– Sell
-12
Closed -$1K – 586
2015
Q4 		$1K Buy
12
+8
+200% +$441 ﹤0.01% 523
2015
Q3 		$0 Buy
+4
New +$223 ﹤0.01% 497
2015
Q1 		– Sell
-201
Closed -$12K – 449
2014
Q4 		$12K Hold
201
– – ﹤0.01% 354
2014
Q3 		$11K Buy
+201
New +$10.5K ﹤0.01% 325

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

Brinker Capital Investments's MRSH Position: Q1 2026 in Review

Brinker Capital Investments reduced its Marsh (MRSH) stake by 7.8% in Q1 2026, selling an estimated $744K and leaving 49,051 shares worth $8.51M. The position accounts for 0.07% of the portfolio, ranked #234.

Brinker Capital Investments first reported a position in MRSH in Q3 2014 and has held it in 39 quarters since. The position peaked at $13.4M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Brinker Capital Investments held 49,051 shares of Marsh worth $8.51M as of Q1 2026.
  • Brinker Capital Investments sold 4,137 Marsh shares in Q1 2026, an estimated $744K.
  • Marsh made up 0.07% of Brinker Capital Investments's portfolio in Q1 2026, its #234 holding.
  • Brinker Capital Investments first reported a position in Marsh in Q3 2014 and has held it in 39 quarters since.
  • Brinker Capital Investments's Marsh position peaked at $13.4M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.