Chilton Capital Management’s Marsh MRSH Stock Holding History

Chilton 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 Q1	–	Sell	-4	Closed	-$743	–	707
2025 Q4	$743	Buy	+4	New	+$748	﹤0.01%	610
2025 Q3	–	Sell	-815	Closed	-$178K	–	597
2025 Q2	$178K	Buy	815 +15	+2%	+$3.39K	0.01%	235
2025 Q1	$195K	Sell	800 -33	-4%	-$7.49K	0.01%	223
2024 Q4	$177K	Hold	833	–	–	0.01%	234
2024 Q3	$186K	Buy	833 +33	+4%	+$7.33K	0.01%	233
2024 Q2	$169K	Sell	800 -61	-7%	-$12.5K	0.01%	247
2024 Q1	$177K	Buy	861 +31	+4%	+$6.18K	0.01%	249
2023 Q4	$157K	Buy	830 +30	+4%	+$5.8K	0.01%	258
2023 Q3	$152K	Hold	800	–	–	0.01%	237
2023 Q2	$150K	Hold	800	–	–	0.01%	242
2023 Q1	$133K	Buy	+800	New	+$133K	0.01%	255
2022 Q3	–	Sell	-818	Closed	-$127K	–	458
2022 Q2	$127K	Buy	+818	New	+$131K	0.01%	244
2022 Q1	–	Sell	-818	Closed	-$142K	–	454
2021 Q4	$142K	Buy	+818	New	+$136K	0.01%	246

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Chilton Capital Management's MRSH Position: Q1 2026 in Review

Chilton Capital Management sold out of Marsh (MRSH) in Q1 2026, closing a stake of 4 shares — an estimated $743 sold.

Chilton Capital Management first reported a position in MRSH in Q4 2021 and held it in 13 quarters. The position peaked at $195K in Q1 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Chilton Capital Management reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
Chilton Capital Management sold 4 Marsh shares in Q1 2026, an estimated $743.
Chilton Capital Management first reported a position in Marsh in Q4 2021 and held it in 13 quarters.
Chilton Capital Management's Marsh position peaked at $195K in Q1 2025.
1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.