BLC
MRSH

Brown, Lisle/Cummings’s Marsh MRSH Stock Holding History

Brown, Lisle/Cummings’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 		$3.54M Buy
20,394
+46
+0.2% +$8.27K 0.88% 30
2025
Q4 		$3.77M Buy
20,348
+1
+0% +$187 0.93% 27
2025
Q3 		$4.1M Buy
20,347
+1,902
+10% +$391K 1.05% 22
2025
Q2 		$4.03M Buy
18,445
+5,638
+44% +$1.27M 1.07% 20
2025
Q1 		$3.13M Buy
12,807
+23
+0.2% +$5.22K 0.91% 30
2024
Q4 		$2.72M Hold
12,784
– – 0.81% 31
2024
Q3 		$2.85M Sell
12,784
-7
-0.1% -$1.55K 0.87% 31
2024
Q2 		$2.7M Sell
12,791
-30
-0.2% -$6.16K 0.88% 31
2024
Q1 		$2.64M Buy
12,821
+686
+6% +$137K 0.9% 28
2023
Q4 		$2.3M Buy
12,135
+1
+0% +$193 0.85% 28
2023
Q3 		$2.31M Sell
12,134
-99
-0.8% -$19K 1.04% 23
2023
Q2 		$2.3M Buy
12,233
+337
+3% +$59.8K 1.03% 22
2023
Q1 		$1.98M Sell
11,896
-69
-0.6% -$11.5K 1.01% 23
2022
Q4 		$1.98M Buy
11,965
+2
+0% +$327 1.06% 24
2022
Q3 		$1.79M Buy
11,963
+302
+3% +$48.5K 1.04% 23
2022
Q2 		$1.81M Buy
11,661
+2
+0% +$321 1% 26
2022
Q1 		$1.99M Buy
11,659
+1
+0% +$158 0.95% 24
2021
Q4 		$2.03M Buy
+11,658
New +$1.94M 1.01% 25

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

Brown, Lisle/Cummings's MRSH Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Marsh (MRSH) stake by 0.23% in Q1 2026, buying an estimated $8.27K and bringing the position to 20,394 shares worth $3.54M. The position accounts for 0.88% of the portfolio, ranked #30.

Brown, Lisle/Cummings first reported a position in MRSH in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.1M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Brown, Lisle/Cummings held 20,394 shares of Marsh worth $3.54M as of Q1 2026.
  • Brown, Lisle/Cummings bought 46 Marsh shares in Q1 2026, an estimated $8.27K.
  • Marsh made up 0.88% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #30 holding.
  • Brown, Lisle/Cummings first reported a position in Marsh in Q4 2021 and has held it in 18 quarters since.
  • Brown, Lisle/Cummings's Marsh position peaked at $4.1M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.