D.J. St. Germain’s Marsh MRSH Stock Holding History

D.J. St. Germain’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	$251K	Sell	1,503 -55	-4%	-$9.19K	0.01%	290
2026 Q1	$270K	Hold	1,558	–	–	0.01%	278
2025 Q4	$289K	Buy	1,558 +119	+8%	+$22.2K	0.01%	271
2025 Q3	$290K	Sell	1,439 -108	-7%	-$22.2K	0.01%	272
2025 Q2	$338K	Buy	1,547 +62	+4%	+$14K	0.01%	247
2025 Q1	$362K	Buy	1,485 +733	+97%	+$166K	0.02%	226
2024 Q4	$160K	Sell	752 -25	-3%	-$5.55K	0.01%	304
2024 Q3	$173K	Sell	777 -25	-3%	-$5.55K	0.01%	281
2024 Q2	$169K	Hold	802	–	–	0.01%	277
2024 Q1	$165K	Hold	802	–	–	0.01%	280
2023 Q4	$152K	Buy	802 +102	+15%	+$19.7K	0.01%	285
2023 Q3	$133K	Hold	700	–	–	0.01%	272
2023 Q2	$132K	Buy	+700	New	+$124K	0.01%	275
2022 Q4	$69.5K	Buy	+420	New	+$68.7K	0.02%	139

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

D.J. St. Germain's MRSH Position: Q2 2026 in Review

D.J. St. Germain reduced its Marsh (MRSH) stake by 3.5% in Q2 2026, selling an estimated $9.19K and leaving 1,503 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #290.

D.J. St. Germain first reported a position in MRSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $362K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

D.J. St. Germain held 1,503 shares of Marsh worth $251K as of Q2 2026.
D.J. St. Germain sold 55 Marsh shares in Q2 2026, an estimated $9.19K.
Marsh made up 0.01% of D.J. St. Germain's portfolio in Q2 2026, its #290 holding.
D.J. St. Germain first reported a position in Marsh in Q4 2022 and has held it in 14 quarters since.
D.J. St. Germain's Marsh position peaked at $362K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.