Burk Holdings’s Marsh MRSH Stock Holding History

Burk Holdings’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	$5K	Hold	30	–	–	﹤0.01%	354
2026 Q1	$5.2K	Buy	+30	New	+$5.39K	﹤0.01%	352

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Burk Holdings's MRSH Position: Q2 2026 in Review

Burk Holdings held its Marsh (MRSH) position steady in Q2 2026 at 30 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Burk Holdings first reported a position in MRSH in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.2K in Q1 2026. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Burk Holdings held 30 shares of Marsh worth $5K as of Q2 2026.
Burk Holdings left its Marsh share count unchanged in Q2 2026.
Marsh made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #354 holding.
Burk Holdings first reported a position in Marsh in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Marsh position peaked at $5.2K in Q1 2026.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.