Carlson Capital’s Marsh MRSH Stock Holding History

Carlson Capital’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	$330K	Buy	+1,900	New	+$342K	0.1%	70
2025 Q4	–	Sell	-1,000	Closed	-$202K	–	83
2025 Q3	$202K	Buy	+1,000	New	+$206K	0.07%	61
2018 Q2	–	Sell	-317,106	Closed	-$26.2M	–	286
2018 Q1	$26.2M	Sell	317,106 -65,825	-17%	-$5.45M	0.4%	62
2017 Q4	$31.2M	Buy	382,931 +116,973	+44%	+$9.72M	0.53%	51
2017 Q3	$22.3M	Buy	265,958 +206,108	+344%	+$16.3M	0.38%	79
2017 Q2	$4.67M	Sell	59,850 -43,486	-42%	-$3.28M	0.07%	207
2017 Q1	$7.63M	Sell	103,336 -100,153	-49%	-$7.16M	0.1%	208
2016 Q4	$13.8M	Buy	+203,489	New	+$13.6M	0.16%	156

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carlson Capital's MRSH Position: Q1 2026 in Review

Carlson Capital opened a new position in Marsh (MRSH) in Q1 2026: 1,900 shares worth $330K. The stake represents 0.1% of the portfolio and ranks #70 among its holdings. This is a return to the name: Carlson Capital previously reported a position in MRSH as recently as Q3 2025.

Carlson Capital first reported a position in MRSH in Q4 2016 and has held it in 8 quarters since. The position peaked at $31.2M in Q4 2017. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Carlson Capital held 1,900 shares of Marsh worth $330K as of Q1 2026.
Marsh was a new Carlson Capital position in Q1 2026.
Marsh made up 0.1% of Carlson Capital's portfolio in Q1 2026, its #70 holding.
Carlson Capital first reported a position in Marsh in Q4 2016 and has held it in 8 quarters since.
Carlson Capital's Marsh position peaked at $31.2M in Q4 2017.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Carlson Capital's 13F filing for Q1 2026, filed 28 May 2026.