Capital Management’s Marsh MRSH Stock Holding History

Capital Management’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 Q3	$7.03M	Buy	41,161 +815	+2%	+$149K	1.05%	37
2026 Q2	$6.72M	Buy	+40,346	New	+$6.74M	1.01%	37
2025 Q4	–	Sell	-1,580	Closed	-$318K	–	77
2025 Q3	$318K	Hold	1,580	–	–	0.05%	58
2025 Q2	$345K	Hold	1,580	–	–	0.06%	55
2025 Q1	$386K	Hold	1,580	–	–	0.07%	53
2024 Q4	$336K	Hold	1,580	–	–	0.06%	57
2024 Q3	$352K	Hold	1,580	–	–	0.06%	56
2024 Q2	$333K	Hold	1,580	–	–	0.07%	56
2024 Q1	$325K	Hold	1,580	–	–	0.06%	58
2023 Q4	$299K	Hold	1,580	–	–	0.06%	57
2023 Q3	$301K	Hold	1,580	–	–	0.07%	54
2023 Q2	$297K	Hold	1,580	–	–	0.06%	57
2023 Q1	$263K	Hold	1,580	–	–	0.06%	56
2022 Q4	$261K	Hold	1,580	–	–	0.06%	62
2022 Q3	$236K	Hold	1,580	–	–	0.07%	63
2022 Q2	$245K	Hold	1,580	–	–	0.06%	65
2022 Q1	$269K	Sell	1,580 -17	-1%	-$2.68K	0.06%	67
2021 Q4	$278K	Hold	1,597	–	–	0.06%	74
2021 Q3	$242K	Buy	1,597 +17	+1%	+$2.57K	0.05%	77
2021 Q2	$222K	Buy	+1,580	New	+$212K	0.05%	78
2018 Q2	–	Sell	-89,446	Closed	-$7.39M	–	85
2018 Q1	$7.39M	Sell	89,446 -6,053	-6%	-$501K	1.99%	26
2017 Q4	$7.77M	Buy	95,499 +720	+0.8%	+$59.8K	2.11%	24
2017 Q3	$7.94M	Sell	94,779 -1,570	-2%	-$124K	2.27%	20
2017 Q2	$7.51M	Buy	96,349 +27,906	+41%	+$2.11M	2.24%	19
2017 Q1	$5.06M	Sell	68,443 -44,385	-39%	-$3.17M	1.57%	30
2016 Q4	$7.63M	Buy	112,828 +880	+0.8%	+$59K	2.55%	13
2016 Q3	$7.53M	Sell	111,948 -3,737	-3%	-$250K	2.78%	12
2016 Q2	$7.92M	Sell	115,685 -5,216	-4%	-$335K	3.07%	7
2016 Q1	$7.35M	Sell	120,901 -12,649	-9%	-$708K	2.84%	13
2015 Q4	$7.4M	Sell	133,550 -1,402	-1%	-$77.3K	2.81%	12
2015 Q3	$7.05M	Sell	134,952 -5,950	-4%	-$332K	2.83%	14
2015 Q2	$7.99M	Sell	140,902 -9,228	-6%	-$533K	2.78%	13
2015 Q1	$8.42M	Sell	150,130 -5,239	-3%	-$295K	2.85%	12
2014 Q4	$8.89M	Buy	155,369 +8,895	+6%	+$488K	2.74%	14
2014 Q3	$7.67M	Sell	146,474 -560	-0.4%	-$29.2K	2.54%	18
2014 Q2	$7.62M	Buy	147,034 +1,855	+1%	+$92.1K	2.46%	19
2014 Q1	$7.16M	Sell	145,179 -745	-0.5%	-$35.7K	2.44%	20
2013 Q4	$7.06M	Buy	145,924 +4,690	+3%	+$217K	2.45%	19
2013 Q3	$6.15M	Buy	141,234 +9,402	+7%	+$395K	2.38%	20
2013 Q2	$5.26M	Buy	+131,832	New	+$5.16M	2.19%	23

Other funds holding MRSH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Capital Management's MRSH Position: Q3 2026 in Review

Capital Management increased its Marsh (MRSH) stake by 2% in Q3 2026, buying an estimated $149K and bringing the position to 41,161 shares worth $7.03M. The position accounts for 1.05% of the portfolio, ranked #37.

Capital Management first reported a position in MRSH in Q2 2013 and has held it in 40 quarters since. The position peaked at $8.89M in Q4 2014. 822 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Capital Management held 41,161 shares of Marsh worth $7.03M as of Q3 2026.
Capital Management bought 815 Marsh shares in Q3 2026, an estimated $149K.
Marsh made up 1.05% of Capital Management's portfolio in Q3 2026, its #37 holding.
Capital Management first reported a position in Marsh in Q2 2013 and has held it in 40 quarters since.
Capital Management's Marsh position peaked at $8.89M in Q4 2014.
822 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.