BGAI
MRSH

Bruce G. Allen Investments’s Marsh MRSH Stock Holding History

Bruce G. Allen 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
Q2 		$61.3K Sell
368
-66
-15% -$11K 0.04% 234
2026
Q1 		$75.3K Sell
434
-149
-26% -$26.8K 0.05% 196
2025
Q4 		$108K Sell
583
-156
-21% -$29.2K 0.07% 150
2025
Q3 		$149K Buy
739
+88
+14% +$18.1K 0.11% 108
2025
Q2 		$142K Sell
651
-41
-6% -$9.26K 0.11% 108
2025
Q1 		$169K Sell
692
-20
-3% -$4.54K 0.13% 88
2024
Q4 		$151K Buy
712
+2
+0.3% +$444 0.12% 102
2024
Q3 		$158K Sell
710
-36
-5% -$7.99K 0.12% 105
2024
Q2 		$157K Buy
746
+40
+6% +$8.22K 0.13% 95
2024
Q1 		$145K Buy
706
+66
+10% +$13.2K 0.12% 107
2023
Q4 		$121K Buy
+640
New +$124K 0.11% 124

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bruce G. Allen Investments's MRSH Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Marsh (MRSH) stake by 15% in Q2 2026, selling an estimated $11K and leaving 368 shares worth $61.3K. The position accounts for 0.04% of the portfolio, ranked #234.

Bruce G. Allen Investments first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $169K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Bruce G. Allen Investments held 368 shares of Marsh worth $61.3K as of Q2 2026.
  • Bruce G. Allen Investments sold 66 Marsh shares in Q2 2026, an estimated $11K.
  • Marsh made up 0.04% of Bruce G. Allen Investments's portfolio in Q2 2026, its #234 holding.
  • Bruce G. Allen Investments first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Marsh position peaked at $169K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.