Clear Investment Research’s Marsh MRSH Stock Holding History

Clear Investment Research’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	–	Sell	-174	Closed	-$30.2K	–	148
2026 Q1	$30.2K	Buy	+174	New	+$31.3K	0.05%	132
2025 Q4	–	Sell	-173	Closed	-$35.1K	–	159
2025 Q3	$35.1K	Buy	173 +34	+24%	+$6.99K	0.05%	137
2025 Q2	$30.6K	Hold	139	–	–	0.04%	128
2025 Q1	$34.2K	Hold	139	–	–	0.05%	124
2024 Q4	$29.7K	Hold	139	–	–	0.04%	129
2024 Q3	$31.2K	Hold	139	–	–	0.04%	126
2024 Q2	$29.5K	Hold	139	–	–	0.04%	120
2024 Q1	$28.7K	Sell	139 -35	-20%	-$6.97K	0.04%	125
2023 Q4	$33K	Buy	+174	New	+$33.6K	0.05%	128
2019 Q4	–	Sell	-6	Closed	-$1K	–	268
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	178
2019 Q2	$1K	Hold	6	–	–	﹤0.01%	176
2019 Q1	$1K	Hold	6	–	–	﹤0.01%	172
2018 Q4	$0	Hold	6	–	–	﹤0.01%	309
2018 Q3	$0	Buy	+6	New	+$508	﹤0.01%	319

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

Clear Investment Research's MRSH Position: Q2 2026 in Review

Clear Investment Research sold out of Marsh (MRSH) in Q2 2026, closing a stake of 174 shares — an estimated $30.2K sold.

Clear Investment Research first reported a position in MRSH in Q3 2018 and held it in 14 quarters. The position peaked at $35.1K in Q3 2025. 1,499 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Clear Investment Research reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 174 Marsh shares in Q2 2026, an estimated $30.2K.
Clear Investment Research first reported a position in Marsh in Q3 2018 and held it in 14 quarters.
Clear Investment Research's Marsh position peaked at $35.1K in Q3 2025.
1,499 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.