Clarkston Capital Partners’s Marsh MRSH Stock Holding History

Clarkston Capital Partners’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	$283K	Sell	1,700 -25	-1%	-$4.18K	0.02%	92
2026 Q1	$299K	Sell	1,725 -500	-22%	-$89.9K	0.02%	96
2025 Q4	$413K	Hold	2,225	–	–	0.01%	148
2025 Q3	$448K	Hold	2,225	–	–	0.01%	132
2025 Q2	$486K	Buy	2,225 +500	+29%	+$113K	0.01%	128
2025 Q1	$421K	Hold	1,725	–	–	0.01%	125
2024 Q4	$366K	Hold	1,725	–	–	0.01%	129
2024 Q3	$385K	Hold	1,725	–	–	0.01%	129
2024 Q2	$363K	Hold	1,725	–	–	0.01%	129
2024 Q1	$355K	Hold	1,725	–	–	0.01%	130
2023 Q4	$327K	Hold	1,725	–	–	0.01%	127
2023 Q3	$328K	Hold	1,725	–	–	0.01%	129
2023 Q2	$324K	Hold	1,725	–	–	0.01%	130
2023 Q1	$287K	Hold	1,725	–	–	0.01%	132
2022 Q4	$285K	Hold	1,725	–	–	0.01%	143
2022 Q3	$258K	Hold	1,725	–	–	0.01%	148
2022 Q2	$268K	Hold	1,725	–	–	﹤0.01%	152
2022 Q1	$294K	Hold	1,725	–	–	﹤0.01%	151
2021 Q4	$300K	Hold	1,725	–	–	0.01%	136
2021 Q3	$261K	Hold	1,725	–	–	﹤0.01%	130
2021 Q2	$243K	Hold	1,725	–	–	﹤0.01%	136
2021 Q1	$210K	Hold	1,725	–	–	﹤0.01%	145
2020 Q4	$202K	Buy	+1,725	New	+$196K	﹤0.01%	112

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

Clarkston Capital Partners's MRSH Position: Q2 2026 in Review

Clarkston Capital Partners reduced its Marsh (MRSH) stake by 1.4% in Q2 2026, selling an estimated $4.18K and leaving 1,700 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #92.

Clarkston Capital Partners first reported a position in MRSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $486K in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Clarkston Capital Partners held 1,700 shares of Marsh worth $283K as of Q2 2026.
Clarkston Capital Partners sold 25 Marsh shares in Q2 2026, an estimated $4.18K.
Marsh made up 0.02% of Clarkston Capital Partners's portfolio in Q2 2026, its #92 holding.
Clarkston Capital Partners first reported a position in Marsh in Q4 2020 and has held it in 23 quarters since.
Clarkston Capital Partners's Marsh position peaked at $486K in Q2 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Clarkston Capital Partners's 13F filing for Q2 2026, filed 11 Aug 2026.