DIM
MRSH

Delta Investment Management’s Marsh MRSH Stock Holding History

Delta Investment 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
-3,622
Closed -$672K – 296
2025
Q4 		$672K Buy
3,622
+119
+3% +$22.2K 0.12% 131
2025
Q3 		$706K Buy
3,503
+517
+17% +$106K 0.13% 111
2025
Q2 		$653K Sell
2,986
-23
-0.8% -$5.19K 0.13% 108
2025
Q1 		$734K Sell
3,009
-70
-2% -$15.9K 0.15% 86
2024
Q4 		$654K Buy
3,079
+109
+4% +$24.2K 0.13% 104
2024
Q3 		$663K Buy
+2,970
New +$659K 0.14% 96

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Delta Investment Management's MRSH Position: Q1 2026 in Review

Delta Investment Management sold out of Marsh (MRSH) in Q1 2026, closing a stake of 3,622 shares — an estimated $672K sold.

Delta Investment Management first reported a position in MRSH in Q3 2024 and held it in 6 quarters. The position peaked at $734K in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Delta Investment Management reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Delta Investment Management sold 3,622 Marsh shares in Q1 2026, an estimated $672K.
  • Delta Investment Management first reported a position in Marsh in Q3 2024 and held it in 6 quarters.
  • Delta Investment Management's Marsh position peaked at $734K in Q1 2025.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.